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INVESTMENT MANAGERS

PI�Resource's expertise supports the wide-ranging needs of investment managers, including manager-of-managers, fund-of-funds, alternative assets and derivative specialists. We are your partner from initiation to implementation. Please Contact Us regarding our services below or any other advisory needs.


'TWINNING' PARTNERSHIP
INDUSTRY LEADING TECHNIQUES
PENSION LIABILITY / SURPLUS MONITOR
RETIREMENT PLANNING SOFTWARE






'TWINNING' PARTNERSHIP
Investment managers and specialists can rely on PI�Resource's experience in defined benefit plan asset liability management. Our 'twinning' philosophy is fully cognizant of your investment expertise; we strive to complement your asset management services to present a holistic approach to your clients' pension fund investments. By utilizing our services, your enterprise can enter the defined benefit investment management space with a credible risk approach championed by leading investment consulting firms.

INDUSTRY LEADING TECHNIQUES
PI�Resource espouses a holistic approach in setting investment strategy, integrating benefits, funding and actuarial policies in the investment process. PI�Resource implements the patent-pending Pension Liability Allocation approach in conducting its asset allocation studies. You can be assured that the quality of PI�Resource's advisory services will compare favorably with those of the best consultants in the industry.

PENSION LIABILITY / SURPLUS MONITOR
Investment mangers can take advantage of PI�Resource's 360�PensionRiskWatchTM, a cost-effective value-added supplement to your clients' quarterly investment reports that highlights liability and surplus metrics typically absent from the traditional asset report.

360�PensionRiskWatchTM provides an opportunity to differentiate your services to clients by adding metrics of critical importance to plan sponsors.

RETIREMENT PLANNING SOFTWARE
Investment managers can bundle PI�Resource's Retirement ConsiglioreTM, a web-based retirement planning system scheduled for release in 2Q 2006. The system will employ the same multi-scenario Monte Carlo modeling techniques used to in asset / liability studies of institutional defined benefit pension plans. The system can be customized to assist individual participants' in their selection of 401(k) fund offerings, and will bundle a sophisticated calculation engine within an easy-to-use user front-end. Separate pre-retirement and post-retirement planning modules will be available to service active as well as retired participants.



'TWINNING' PHILOSOPHY & MODEL

1. Leverage your expertise with our specialized
    skills to provide exceptional service to your clients.
2. Your win is our win!
3. Your success is our success!