Taft-Hartley Investment Strategy
Supporting Taft-Hartley Plans: Investment Strategy Insights
Understanding Your Challenges
Taft-Hartley plans face complex investment decisions, often with limited internal resources and evolving regulatory requirements. Trustees and staff need solutions that balance risk and align with plan liabilities, while protecting participants and beneficiaries. Understanding how the liability associated with pension payments interacts with asset levels, asset allocation, and funding strategy is vitally important for Taft-Hartley plans.
How We Help Taft-Hartley Plans
Aon’s investment professionals work alongside Taft-Hartley plans to develop strategies that address your specific needs:
- Risk Alignment: We help align the risk level of the investments with plan liabilities and your organization’s unique considerations, seeking to improve performance.
- Diversification: Our approach aims to reduce volatility and create a more resilient investment portfolio.
- Fee Management: We support efforts to identify and reduce unnecessary costs, helping you make the most of your resources.
- Governance Support: We offer guidance to strengthen governance practices, so decisions are made in the best interest of participants, beneficiaries and fiduciaries.
Flexible Solutions for Every Stage
Depending on your needs, our support can range from traditional investment advisory consulting to partial or full delegation (outsourced chief investment officer services).
Resources for Taft-Hartley Plans
Report
Evaluating Labor-Friendly Investment Strategies for Taft-Hartley Plans
Investment advice and consulting services provided by Aon Investments USA Inc. (“AIUSA”). The information contained herein is given as of the date hereof and does not purport to give information as of any other date. The delivery at any time shall not, under any circumstances, create any implication that there has been a change in the information set forth herein since the date hereof or any obligation to update or provide amendments hereto.
The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice.
This document is not intended to provide, and shall not be relied upon for, accounting, legal or tax advice or investment recommendations. Any accounting, legal, or taxation position described in this presentation is a general statement and shall only be used as a guide. It does not constitute accounting, legal, and tax advice and is based on AIUSA’s understanding of current laws and interpretation.
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