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Review Client Investment Objectives Investment Policy Statement Review Strategic & Tactical Asset

       Allocation Monthly Asset Allocation Committee Information Quarterly Investment Review Annual Client Meeting



Our client relationship team assists each client with:
    • Evaluating the plan's investment objectives, risk tolerances and market environments
    • Reviewing the investment policy and the results of the plan's most recent asset/liability study
    • Performing a strategic and tactical asset allocation analysis
    • Ongoing monitoring and maintenance of the plan's investments

The client relationship team leverages GE's vast resources, including our monthly asset allocation committee, for information on market trends and the economy, which helps clients make informed decisions throughout this process.

Each quarter, the client relationship team and plan sponsors review performance of the plan's investment options, revisit the plan's asset allocation model and review GE´s market outlook.

 
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