Scale Your Advisory Practice With a Fully Managed Pension Fund Virtual Assistant
Stop letting senior actuarial partners and institutional investment consultants waste hundred-dollar billable hours compiling quarterly trustee meeting packs, scrubbing census data, cross-referencing eVestment manager searches, and reconciling alternative asset capital calls. SageDoer matches pension consulting practices with rigorously vetted institutional finance support specialists backed by a Dedicated Project Manager at zero extra fee.
Pension Advisory Command HQ
Trustee Committee Packs & Board Decks
Formatting multi-manager quarterly investment reviews, market returns, asset-liability snapshots, and committee minutes in PowerPoint and PDF.
Manager Search, RFP & Due Diligence
Extracting peer quartile performance from eVestment and Morningstar Direct, compiling RFI matrices, and tracking manager fee concessions.
LDI, Census Scrubbing & Capital Calls
Scrubbing member mortality census rolls for actuaries, reconciling private equity/real estate drawdowns, and auditing custodial valuations.
Starting as low as
Compared to hiring domestic junior pension analysts
Pay purely for productive advisory support hours
Daily quality checks, data reconciliation & SLA monitoring
Pre-trained on eVestment, FactSet, Preqin & Excel modeling
What Your Pension Fund Virtual Assistant Handles
From compiling exhaustive quarterly performance attribution reports to handling asset-manager searches and reconciling defined benefit census rolls, our VAs take over the high-volume operational grind so your lead consultants can focus on strategic asset allocation and client growth.
Quarterly Performance Monitoring & Trustee Packs
Ensure trustee boards receive flawless, audit-ready meeting packets containing deep multi-asset performance and liability context.
- ✓ Extracting custodial asset valuations from State Street, BNY Mellon & Northern Trust
- ✓ Calculating net returns vs. policy benchmarks and customized peer universes
- ✓ Staging quarterly trustee PowerPoint decks with standardized firm brand templates
- ✓ Drafting committee meeting minutes and action item follow-up logs
Asset Manager Search, RFP & Due Diligence
Accelerate public equities, fixed income, and private credit manager evaluations by automating data extraction and comparison matrices.
- ✓ Pulling performance quartile histories & risk metrics (Sharpe, Information Ratio) from eVestment
- ✓ Assembling competitive Request for Proposal (RFP) questionnaires and scoring grids
- ✓ Cross-referencing manager fee schedules, breakpoint tiers, and MFN clauses
- ✓ Logging operational due diligence (ODD) filings and Form ADV Part 2A updates
Actuarial Census Scrubbing & Scheme Administration
Eliminate model crashes by validating employee census data before feeding actuarial valuation engines and funding ratio studies.
- ✓ Reconciling active, deferred, and pensioner headcounts across plan records
- ✓ Checking salary progressions, service dates, and vesting schedules
- ✓ Flagging missing spousal beneficiaries, abnormal age gaps, and status errors
- ✓ Preparing preliminary valuation summary exhibits for signing actuaries
Private Markets, Capital Calls & NAV Reconciliation
Maintain tight cash flow projections across illiquid private equity, infrastructure, and real estate allocations.
- ✓ Logging capital call notices, distribution waterfall slips, and recallable returns
- ✓ Updating committed capital, unfunded commitments, and TVPI / DPI / IRR figures
- ✓ Reconciling lagged private fund NAVs with custodial ledger entries
- ✓ Tracking secondary market sale quotes and side-letter fee waivers
IPS Compliance Auditing & Rebalancing Triggers
Protect fiduciaries from mandate breaches by constantly comparing actual portfolio weights against strategic target bands.
- ✓ Auditing asset allocations against Investment Policy Statement (IPS) tolerance bands
- ✓ Modeling cash rebalancing trade tickets to satisfy benefit payout schedules
- ✓ Verifying compliance with statutory investment limits (ERISA, TPR, APRA regulations)
- ✓ Maintaining annual IPS version archives and trustee review sign-offs
ESG Integration & Stewardship Attestation
Help institutional schemes satisfy increasingly stringent climate disclosures, stewardship codes, and proxy auditing.
- ✓ Collating PRI (Principles for Responsible Investment) survey data
- ✓ Gathering manager proxy voting records and engagement logs (ISS, Glass Lewis)
- ✓ Formatting TCFD climate disclosure carbon intensity tables
- ✓ Compiling annual scheme stewardship reports for published member reviews
Platforms Your Pension VA Already Masters
Zero training downtime or data confusion. Our virtual assistants plug seamlessly into your investment databases, analytical tools, and custodial portals.
How SageDoer Eliminates Advisory Drag
From quarterly data intake to finalized board-level investment deliverables, your dedicated manager supervises calculation accuracy so your partners focus purely on strategic guidance.
Submit Requirements
Share your institutional scheme portfolio volume, DB vs. DC mandate breakdown, reporting software stack, and key administrative pain points. Choose your preferred channel:
Finalise The Deal
Our dedicated project manager connects with you to audit your quarterly trustee meeting calendar, map model spreadsheets, and finalize your tailored advisory support roadmap.
Expert Execution
Your project manager takes full charge of back-office operations, supervising tasks seamlessly through our internal team of vetted institutional finance support specialists.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working hours. Your dedicated project manager's supervision and analytical reviews are completely free.
Need to eliminate reporting bottlenecks ahead of next quarter's trustee meetings?
Schedule a 30-minute consultation to review your current client reporting pipeline, spreadsheet models, and consultant capacity.
Why Pension Fund Consultants Choose SageDoer
See why hiring unmanaged marketplace contractors leads to attribution calculation errors, missed trustee deadlines, and fiduciary data exposure.
| Feature & Overhead | Traditional Freelance Platforms | THE SMART CHOICE: SageDoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, currency exchange fees, and platform client subscription fees | 0% Hidden Fees. Pay strictly for productive advisory support hours worked. |
| Daily Team Management | You must train, track, and micromanage unvetted remote freelancers yourself | Dedicated Project Manager acts as your single point of contact at zero added cost |
| Quality Assurance (QA) & Fiduciary Confidentiality | Hit-or-miss contractors who misunderstand LDI hedging or mishandle sensitive member data | Internally vetted, background-checked specialists bound by strict institutional NDAs |
| Hiring & Deployment Speed | Endless cycles of writing job posts, screening 80+ generic applicants, and testing basic financial math | Instant delegation. We immediately assign the right institutional operations specialist. |
| Billing & Invoicing | Fragmented, multi-freelancer invoices with unpredictable currency conversion swings | Simple, unified, centralised USD invoicing with clear timesheet audit logs |
| Staff Turnover & End-of-Quarter Surges | Freelancer ghosts right during Q4 annual scheme reporting cycles; trustee filings fall behind | Seamless internal replacements with zero workflow disruption or retraining overhead |
Trusted by Pension Advisors, Actuarial Leads & Fiduciary Executives
Hover over any review card to pause scrolling
"We advise 18 defined benefit pension schemes totaling $2.4B in assets. Preparing quarterly trustee investment decks used to tie up our junior consultants for two solid weeks every quarter. SageDoer deployed an assistant who extracts custodial returns, audits benchmark spreads, and formats our slide decks in FactSet. Our consultants reclaimed 60+ hours per quarter."
"Having a dedicated Project Manager is invaluable for an actuarial consultancy. I drop raw member census spreadsheets into our secure repository, and the PM verifies that every service date, status change, and salary anomaly is cleansed before our valuation models run. Complete precision."
"Our manager searches in global fixed income and infrastructure used to drag on for months. Our SageDoer assistant pulls peer quartile data from eVestment, populates RFP comparison matrices, and highlights fee tier anomalies. The turnaround speed has impressed every trustee board we advise."
"At $6/hour for full-time, the return on investment is unparalleled. Our assistant logs private market capital calls, audits IPS rebalancing thresholds, and tracks annual TCFD stewardship reporting metrics. We expanded our mandate count by 40% without hiring expensive domestic staff."
"We advise 18 defined benefit pension schemes totaling $2.4B in assets. Preparing quarterly trustee investment decks used to tie up our junior consultants for two solid weeks every quarter. SageDoer deployed an assistant who extracts custodial returns, audits benchmark spreads, and formats our slide decks in FactSet. Our consultants reclaimed 60+ hours per quarter."
"Having a dedicated Project Manager is invaluable for an actuarial consultancy. I drop raw member census spreadsheets into our secure repository, and the PM verifies that every service date, status change, and salary anomaly is cleansed before our valuation models run. Complete precision."
"Our manager searches in global fixed income and infrastructure used to drag on for months. Our SageDoer assistant pulls peer quartile data from eVestment, populates RFP comparison matrices, and highlights fee tier anomalies. The turnaround speed has impressed every trustee board we advise."
"At $6/hour for full-time, the return on investment is unparalleled. Our assistant logs private market capital calls, audits IPS rebalancing thresholds, and tracks annual TCFD stewardship reporting metrics. We expanded our mandate count by 40% without hiring expensive domestic staff."
Simple, Transparent Pricing
No recruitment fees, zero platform markups, and no long-term contracts. Pay strictly for productive institutional consulting and working paper hours.
Part-Time
Ideal for solo investment advisors or boutique pension consultants managing 6–15 client schemes
Est. $560 USD / Month (4 Weeks)
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
- ✓ Centralised consolidated reporting
Full-Time
Full-scale quarterly trustee pack prep, manager searches, census scrubbing & private market NAV tracking
Est. $960 USD / Month (4 Weeks)
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
- ✓ Priority instant backup coverage & practice SOP documentation
Frequently Asked Questions
Clear, realistic answers addressing institutional data confidentiality, fiduciary liability boundaries, actuarial models, and peak trustee reporting cycles.
How do you protect sensitive scheme holdings, custodial records, and employee PII?
Fiduciary data security is our highest operational protocol. Every SageDoer assistant and project manager executes legally binding Non-Disclosure Agreements (NDAs) that explicitly enforce financial confidentiality, institutional trade-secret protection, and PII protection under GDPR/SOC 2 standards. Our VAs access your institutional portals (eVestment, FactSet, custodial dashboards) using encrypted password vaults (1Password, Bitwarden) with scoped sub-account permissions. Assistants never download unencrypted member data or custodial extracts to unmonitored personal drives.
Does the virtual assistant provide discretionary investment advice or sign actuarial valuations?
No. Our virtual assistants function strictly as institutional analytical and working paper coordinators. They do not provide formal fiduciary advice, sign valuation reports, or exercise discretionary investment authority. Your VA handles the labor-intensive operational workload: pulling benchmark indices, compiling manager quartile distributions, formatting trustee slide decks, cleaning member census files, and reconciling capital calls. This frees your licensed consultants and accredited actuaries to provide high-margin strategic advisory and conduct formal trustee presentations.
Why is the dedicated Project Manager completely free?
There is zero catch. Institutional pension consulting demands zero-defect execution—an incorrect attribution figure or formula miscalculation in a trustee deck can damage your firm's credibility with fiduciary boards. We absorb the Project Manager's cost to ensure every spreadsheet, peer quartile chart, and presentation deck undergoes rigorous daily QA. You are billed purely for the productive working hours logged by your dedicated pension VA.
Can the assistant work with complex multi-asset allocations and private market lag times?
Yes. Our pension VAs understand modern institutional portfolio construction, including liability-driven investment (LDI) hedging benchmarks, private equity and direct real estate lagged NAV reporting, and illiquid capital call/distribution workflows. They are trained to clearly separate time-weighted returns (TWR) for liquid managers from internal rates of return (IRR) and multiple-on-invested-capital (MOIC/TVPI) for alternative asset sleeves.
What happens during peak quarter-end reporting cycles or if our assistant takes leave?
Whether you are navigating intensive Q1/Q3 trustee reporting periods, year-end actuarial audit filings, or dealing with unexpected assistant absence, SageDoer guarantees operational continuity. Because your dedicated Project Manager standardizes and documents your exact firm modeling templates, benchmark rules, and slide formats, pre-trained internal backup assistants can step in immediately without disrupting client deadlines.
Ready to Eliminate Reporting Bottlenecks & Scale Your Pension Advisory Practice?
Submit your institutional operational requirements below or connect directly with our management team. We will review your current trustee reporting volume and pair you with a vetted pension fund virtual assistant in under 24 hours.
Request Your Pension Advisory Assistant
Fill in the quick details below. Our Project Manager will review your scheme reporting setup and respond promptly.