Our Services
We provide specialized consulting focused on Stable Value investments and Defined Contribution plans. Our expertise is organized into three core service areas:
Review and Recommendation on Stable Value Investment Approaches and Portfolio Governance
Expert evaluations and actionable recommendations grounded in industry best practices in portfolio management and governance. This service focuses on:
Strengthening investment policies, objectives, and guidelines
Devising decision-making frameworks
Enhancing risk and liquidity management, building portfolio resilience, and promoting effective oversight and transparency
Due Diligence of Stable Value Investments, Wrap Contracts and Fixed Income Managers
Comprehensive due diligence process designed to ensure alignment with client objectives and market best practices. This service includes:
In-depth review and gap analysis of contractual business and investment terms, including fee structures and investment guidelines
Negotiation support for wrap contracts and other insurance-based investment agreements
Comparative analysis of Traditional GICs and other general or separate account structures across providers
Evaluation of fixed income managers for compatibility with insurance contract requirements
Firm Level Strategic and Advisory Services
Broad-based advisory support to enhance organizational effectiveness and market positioning. This service includes:
Provider searches for stable value managers, wrap providers, and related service partners
Strategic ideation for product and business development
Assessment of investment organization structure and stable value team design
Recommendations on data, communications, and educational content for stakeholders
Participation as subject matter experts in testimonies, statements, and advisory boards
Engagement with boards of directors on investments, stable value, and defined contribution topics
Get in Touch
We appreciate your interest in Samaritan Consulting. For inquiries about our services, availability, or to begin a conversation, please reach out using the form below or the contact details provided. We look forward to connecting with you.