1 Bush St., Suite 450, San Francisco, CA 94104; (415) 399-4465; fax: (415) 399-4499
(No. of participants)
Total 600,000
Investment mgmt. only 600,000
SERVICES PROVIDED
Generic employee communications
Customized employee communications
Compliance and reporting
SECURE PRIVATE NETWORK SERVICES
Account balance
24-hour access
Performance data
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $5 billion
In-house investment management services are provided through:
Internally managed commingled funds
Internally managed separate accounts
GICs
Synthetics/managed synthetics
Certus Asset Advisors provides services to 27 sponsors, all for investment management only. Mark P. Hanley is client contact.
