Examining Completion Management for Pension Plans

June 2016
The term “Completion Manager” has become part of the pension lexicon for plan sponsors and long duration asset managers over the past several years. However, the term is not easily defined given that completion mandates vary widely in terms of their scope and objectives. This Insight piece will seek to define completion management and discuss the potential role(s) a completion manager can play, evaluate the appropriateness/usefulness of a completion mandate relative to the incremental cost and complexity, and identify characteristics necessary to execute completion services effectively.


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