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Periodic reviews improve pension fund management.

Singhvi Ss

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Abstract

An independent review and audit of pension fund management can help a plan sponsor improve the fund's financial performance. Reviewing a pension fund's management periodically is important to determine if, among other things, the fund's investment policy is reasonable; the fees charged by investment managers, pension consultants, and trustees are acceptable; and certain revenue-generating ideas (i.e., securities lending and soft dollar usage) are being properly implemented/employed.

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What this paper is about

An independent review and audit of pension fund management can help a plan sponsor improve the fund's financial performance. Reviewing a pension fund's management periodically is important to determine if, among other things, the fund's investment policy is reasonable; the fees charged by investment managers, pension consultants, and trustees are acceptable; and certain revenue-generating ideas (i.e., securities lending and soft dollar usage) are being properly implemented/employed.

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Available abstract

An independent review and audit of pension fund management can help a plan sponsor improve the fund's financial performance. Reviewing a pension fund's management periodically is important to determine if, among other things, the fund's investment policy is reasonable; the fees charged by investment managers, pension consultants, and trustees are acceptable; and certain revenue-generating ideas (i.e., securities lending and soft dollar usage) are being properly implemented/employed.

Key concepts: Fund administration, Management fee, Sovereign wealth fund, Pension, Pension fund, Manager of managers fund, Investment management, Finance

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Periodic reviews improve pension fund management. — Research Paper | ScholarLens