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Investment advisory and fiduciary services delivered by experienced advisors for your organization.

Other Asset Pools

How we can help.

We help organizations manage committee-governed institutional asset pools against long-term objectives or liabilities.

CAPTRUST works with a wide array of organizations to manage institutional assets pools, including insurance general accounts, operating reserves, VEBAs, GHADs, LOSAPs, loan pools, prepaid cemetery funds, and captive and self-insurance pools.

The common theme across these diverse clients and asset pools is that they are governed by a committee that is responsible for investment oversight and that they are managed relative to a specific long-term goal or liability.

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Asset Allocation

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.

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Discretionary Investment Management

Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.

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Fee Benchmarking

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

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Investment Policy Development & Review

Assistance with the creation and execution of documents governing selection of plan investments and their ongoing monitoring.

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Manager Search & Selection

Identification of investment managers fitting a particular profile for inclusion in a retirement plan’s investment menu or endowment’s investment strategy.

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Nondiscretionary Investment Advice

Portfolio recommendations and changes implemented in collaboration with an investment committee.

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Performance Reporting & Monitoring

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

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Trustee/Custodian Search

Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.