- 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
Each relationship manager 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, relationship managers and plan sponsors review performance of the plan's investment options, revisit the plan's asset allocation model and review GE´s market outlook.
