Approximately half of Rocaton's clients utilize our defined benefit consulting services, and we currently advise approximately $110 billion in total defined benefit assets.  Rocaton partners with plan sponsors to review the relevant aspects that affect investment portfolios, including drafting investment policy statements, creating investment platforms we consider best-in-class and assisting with governance and monitoring. With an average of more than 24 years of industry experience, our senior research and consulting professionals have helped our defined benefit clients navigate a wide variety of market cycles.


We view our role as providing objective and independent insight on potential asset classes, investment strategies and specific investments across both public and private markets.  From asset allocation to performance monitoring, we work closely with clients to customize our services and recommendations to their specific situations and needs.