Plan sponsors are ultimately responsible for all aspects of the plan. The cornerstone of our program is our commitment to act as a fiduciary for all plan investments. In comparison to a typical asset manager or pension consultant, BGI takes the same level of fiduciary responsibility as the investment committee.



Many potential fees associated with pension management are charged on an asset based, tiered fee schedule. BGI’s scale allows individual plans to receive pricing on this platform for most aspects of plan management that is commensurate with plans that are much larger. Our internal crossing network can reduce normal transaction costs, and our Transition Management capabilities protect the value of your investments during transitions and restructurings.



BGI has a long and distinguished track record producing alpha in both long-only and long-short investment strategies. While we are very proud of our track record, we do recognize that we are not the only successful active manager in the marketplace, and in fact there are asset managers with long, successful track record that can compliment BGI’s investment approach. The challenge here is identifying these superior managers. We have built the capability to identify managers who can deliver consistent performance going forward based on the proprietary and systematic process developed by our Alpha Management Group, based in New York. We believe that the addition of external managers to the PensionSpan platform will allow BGI to offer best in class performance across all aspects of pension investment management. We continue to explore this possibility.



Our purpose is to coordinate the day to day activities of pension plan management so you don’t have to. We monitor the regulatory reporting requirements and analyze developments in the retirement savings and benefits market. We offer round the clock access to consolidated regulatory and performance reporting, as well as your own customized plan strategy report, in one convenient custom web interface. As a client you will have access to award winning research published by BGI investment professionals, covering institutional investment topics from overall plan design through to trading strategies. In addition, clients can easily draw on the knowledge of our PensionSpan team of skilled investment professionals.