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Public Funds

Solutions for Your Public Pension Plan Needs
Ellwood assists fund governmental fiduciaries in structuring sound investment programs for their retirement plans. Public officials face unique challenges in the management of their pension plans, including balancing limited contribution resources with the mandate to provide retirement stability for their employees.

Knowledgeable views of your pension plan

We understand that these plans are uniquely funded through governmental service charges or tax revenues – and with that comes a high level of stewardship. In addition, these plans are often subject to specific statutes or governmental codes. This implies that a customized solution is needed, and that a “one-size-fits-all” approach is not appropriate. Ongoing investment education is an important component of the service we provide to our public fund clients.

Focus on Your Plans’ Total Investment Program

Our consultants possess in-depth knowledge about issues specific to public defined-benefit plans, and our innovative investment perspectives and advice go beyond asset strategy selection and monitoring of investment managers. We help our clients design and manage investment programs that are in alignment with their objectives. Initial work often includes defining long-term goals and investment risk tolerance, followed by tailored strategies and recommendations that are best suited to the client’s plan. We recognize the key role that liabilities play in any defined-benefit plan investment structure, and ensure the relationship of these liabilities to plan assets is always given full consideration when structuring the investment plan.


Want general information about Ellwood? Contact us today.