Asset Management

We provide effective risk management of the plan's assets and liabilities in order to enhance corporate earnings.

At CapAcuity, our asset management services are designed to enhance financial outcomes for executive benefit plan sponsors.

Our tax-efficient asset/liability management is designed to optimize correlation of assets and liabilities, while minimizing fund expenses, trading costs, and corporate tax. These are cutting-edge capabilities which CapAcuity has introduced to non-qualified plan asset management.

We develop a highly tailored asset management plan unique to each client designed to meet their specific financial objectives.

Further Exploring Asset Management

There are four main components to our asset management services:

  • a proprietary approach to asset/liability management designed to optimize asset/liability correlation, and minimize adverse earnings volatility
  • minimizing taxes and creating “tax alpha” through contemporary tax optimization strategies
  • developing funding and hedging strategies customized to each plan sponsor’s financial objectives, and implementing and managing these strategies on an ongoing basis
  • monitoring and measuring performance and hedge efficiency through comprehensive reporting and analytics

We believe there are untapped opportunities that may improve results for your company and your plan participants. Find out more about our forward-looking approach to managing your executive benefit plan.

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