Barclays Global Investor's core "Total Performance Management" philosophy remains the same for PensionSpan: a scientifically comprehensive approach to maximizing returns, controlling risk and minimizing costs.
- Our index funds provide access to all of the world's major equity and fixed income markets. Using a modular structure, we offer an efficient, low-cost way of obtaining controlled exposure to specific market segments.
- Consistent alpha delivery will be a crucial component of achieving pension goals. BGI's investment strategies span the risk-return spectrum with proprietary products including long-only & long-short active strategies, and BGI's institutional quality alternative investments.
- BGI has been managing asset allocation strategies for thirty years as well as incorporating our insights into Asset/Liability,
- Strategic asset allocation, and Manager structure optimization analyses for over two decades
- BGI will manage the plan investments as a co-fiduciary, bringing our fiduciary responsibility to the level of the plan’s investment committee
- We are a leader in the incorporation of the pension liability into the allocation decision process, having a proven history in managed Liability Driven Investment solutions
- Our success has been built on a deep understanding of risk and its role in investment performance
- BGI's scale allows individual plans to receive pricing for virtually all aspects of plan investments that is commensurate with plans that are much larger
- We are also able to consolidate plan management functions, eliminating providers and reducing overall expense
- All services are covered in a single, competitive fee.