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    Taft-Hartley

    Taft-Hartley

    Overview

    We have significant experience partnering with Taft-Hartley clients to provide retirement security for working Americans. As a fiduciary, we are committed to delivering tailored client service and investment strategies that help individuals meet their retirement goals.

    Our Approach: How We Partner with Clients

    We help Taft-Hartley clients identify the opportunities that align with their long-term goals by providing investment solutions in both traditional and non-traditional asset classes. We are committed to outstanding research, disciplined investment processes and robust risk management, with a focus on the following:

    Multi-Employer Pension Strategy
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    Our pension strategists provide analyses on a number of issues relevant to multiemployer plans from plan design and investment strategy to insights on the broader regulatory landscape.

    Broad Investing Capabilities
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    From custom alternative investment partnerships and multi-asset class solutions to traditional fixed income and equity portfolios, our platform enables us to support our clients’ strategy across the investment spectrum.

    Dedicated Client Service and Knowledge Transfer
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    We evaluate each Taft-Hartley plan to understand its unique objectives and provide proactive client engagement. We bring together resources from across the firm to deliver timely insights on global markets and regulatory and industry issues. We also provide education and training for our clients and their investment consultants.

    Examples of Our Partnership with Clients

    Client Description

    A national multi-employer pension plan

     

    Client Objective

    The client was seeking an active asset manager to complement its passive equity allocation.
    GSAM Solution

    We provided a diversified, quantitatively-focused approach with low tracking error and repeatable security selection. Our investment approach was backed by rigorous fundamental research and technical insights, using big data techniques such as machine learning and natural language processing. We also worked holistically with the plan on asset allocation, investment strategy and thought leadership across asset classes.
    Client Description

    A regional multiemployer pension plan

     

    Client Objective

    The client was seeking a private equity partner with access to multiple strategies and knowledge transfer.
    GSAM Solution

    We worked with the client, consultant and board across multiple strategies including traditional fund of funds, distressed and secondaries strategies.

    We provided education, summary views and statistics, while assisting with pacing schedules and cash flow planning.
    Client Description

    A district council pension plan

     

    Client Objective

    The client and consultant wanted to protect against the impact of rising rates on the plan's fixed income portfolio.
    GSAM Solution

    We were selected to manage a portfolio with lower duration and the ability to tactically move across fixed income sectors to find the best relative value.

    Related Strategies

    Equity
    Fixed Income
    Alternatives
    Multi-Asset
    Outsourced CIO
    ESG and Impact Investing
    Liquidity Solutions

    Related Insights

    May 26, 2023

    Global Fixed Income Weekly: MusinGS

    May 25, 2023

    Public Pension Quarterly 1Q2023: Clawing Back

    May 24, 2023

    Private Equity Value Creation Series: Spotlight on Procurement

    For more information, please contact a GSAM relationship manager.