Total Portfolio Services

Completion Management Framework

For many plan sponsors, utilizing multiple managers can provide style diversification and a degree risk reduction. That being said, the role of oversight and governance can be a daunting task.

Our framework offers

  • Timely measurement of funded ratios and hedge effectiveness
  • Consistent liquidity and cash flow management
  • Proactive rebalancing without disrupting underlying managers
  • Robust plan performance and attribution analysis

Timely and transparent reporting

At TDAM, we utilize our comprehensive ALM reporting platform to provide our clients timely and transparent information about their strategy.

Total Plan Reporting Items

  • Asset and liability benchmark valuation
  • ALM immunization statistics
  • Liquidity characteristics
  • Performance and attribution
  • Risk dashboard
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