Asset Management

We develop a highly tailored funding and hedging strategy for each plan sponsor, designed to meet their specific financial objectives.

There are a number of industry-leading capabilities which CapAcuity has introduced to non-qualified plan asset management.

Our 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. And our comprehensive reporting and analytics enable the plan sponsor to evaluate results and performance.

Further Exploring Asset Management

There are four main components to our asset management services:

  • Asset/Liability Management. We offer a proprietary approach to asset/liability management designed to optimize asset/liability correlation, and minimize adverse earnings impact.
  • Tax Optimization. We help minimize taxes and create tax alpha through contemporary tax optimization strategies.
  • Funding & Hedging Management. We are experts at implementing and managing funding and hedging strategies customized to each plan sponsor’s financial objectives.
  • Measuring Performance. We help the plan sponsor monitor and measure performance and hedge efficiency through our 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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