Numerica advises pension schemes and insurance companies on investment related issues in order to formulate policies in line with business objectives and risk appetites. Numerica offers state-of-the-art asset-liability modeling and risk budgeting capabilities. Our asset-liability modeling analyses quantify the potential financial impact of the pension plan (funding, balance sheet, and pension expense) on the plan sponsor organization and is tailored to our clients' specific circumstances, liability characteristics, and financial objectives.

Numerica's investment consulting services include:

Program design and development

• investment policy development, review and revision
• asset allocation/spending modeling/risk budgeting
• asset/liability analysis
• portfolio structure and developmen
• analysis of current or proposed investment options
• review of options relative to similar publicly available investments

Ongoing program services

• performance measurement reporting
• portfolio attribution analysis
• quarterly review meetings
• due diligence review