Other Asset Pools

Investment advisory and fiduciary services delivered by experienced advisors for your organization.

How we can help.

We help organizations manage committee-governed institutional asset pools against long-term objectives or liabilities.

CAPTRUST works with a wide array of organizations to manage institutional assets pools, including insurance general accounts, operating reserves, VEBAs, GHADs, LOSAPs, loan pools, prepaid cemetery funds, and captive and self-insurance pools.

The common theme across these diverse clients and asset pools is that they are governed by a committee that is responsible for investment oversight and that they are managed relative to a specific long-term goal or liability.

Asset
Allocation

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.

Discretionary Investment Management

Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.

Fee
Benchmarking

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

Investment Policy Development & Review

Assistance with the creation and execution of documents governing selection of plan investments and their ongoing monitoring.

Manager Search & Selection

Identification of investment managers fitting a particular profile for inclusion in a retirement plan’s investment menu or endowment’s investment strategy.

Nondiscretionary Investment Advice

Portfolio recommendations and changes implemented in collaboration with an investment committee.

Performance Reporting & Monitoring

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

Trustee/Custodian Search

Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.