Defined Benefit Plans

Since inception RHI has advised both public and private Defined Benefit plans, and assisted those Plans with all aspects of the investing process.  This includes:

  • Acceptance of Fiduciary Responsibility
  • Manager of Manager Portfolio
  • Investment Policy Design and Review
  • Strategic Asset Allocation
  • Four-Factor Manager Evaluation System
  • Diversification and Sub-Sector Weighting within Various Asset Classes
  • Evaluation of Domestic International and Alternative Investment Management Organizations
  • Investment Manager Selection
  • Monitoring of Plan’s Total Investment Portfolio
  • Master Trustee and Custodian Analysis

 

In 2000 RHI’s services expanded and now include Supervisory Investment Services.  RHI will:

  • Identify key Plan considerations such as future cash flows needs
  • Develop and gain committee/trustee approval of asset allocation policies
  • Accept discretionary responsibility
  • Monitor the Plan’s total investment portfolio on a daily basis

Daily monitoring and the acceptance of discretionary responsibility are the key differences between Supervisory Investment Services and a traditional consulting model.  RHI’s daily monitoring approach ensures proper oversight of a Plan’s investment program and timely, professional, and effective management of the Plan’s assets.