Defined Benefit

Managing a defined benefit plan in today’s regulatory and investment environment can prove to be challenging.
Clearbrook centers its philosophy on providing clients with a risk-focused investment process that is both disciplined and repeatable. We recognize that managing pension risk requires a comprehensive framework that aligns the financial risk profile of the plan with the risk appetite of the plan sponsor. Acting in a fiduciary capacity, we assist defined benefit plans in achieving their investment goals and objectives by providing customized, liability-driven solutions designed to minimize funding requirements. Clearbrook partners with plan sponsors to review all of the relevant aspects that affect investment portfolios, which include, but are not limited to, asset allocation, investment policy, manager selection and evaluation, and performance evaluation and measurement.

Our experience in consulting to defined benefit plans includes:

  • Identifying objectives and investment policy development
  • Strategic asset allocation (risk budgeting, scenario testing, liquidity analysis, asset-liability modeling)
  • Portfolio structuring
  • Tactical / opportunistic investment strategies
  • Investment manager research and searches (traditional and alternative assets)
  • Performance analysis including security-level detail and attribution
  • Vendor review and searches
  • Transition management
  • Thought leadership and fiduciary education