Pension fiduciaries are sometimes confronted with situations where they would like an independent opinion from an outside advisor. In some cases, a plan’s existing consultant or investment manager has a potential conflict of interest. In other cases, an investment situation requires specialized knowledge and expertise. Sometimes, trustees simply want a second opinion. In these situations, Opus can serve to augment a plan’s existing advisors by performing:
- Periodic reviews of exiting consultants / managers,
- Analyses of asset class or overall plan performance,
- Detailed one-time reviews of individual investment managers,
- Analysis of specific transactions and assets, and
- Recommendations regarding transactions and managers.