Investment consulting
Setting a long term investment strategy with clear objectives is vital to the success of a pension scheme.
The trustees need to understand the nature of their scheme’s liabilities, alongside their attitude to risk, and the financial circumstances of the scheme’s sponsoring employer.
We advise pension fund clients on investment strategy, asset allocation, fund manager selection and performance monitoring.
This includes the latest developments such as liability driven investment, alternative assets, hedge funds and swaps. We can also take account of corporate governance and socially responsible investment.
We provide our clients with regular investment reports to enable them to assess the performance of their chosen investment manager, compared to the rest of the market.
We have more than 150 investment consulting clients, covering both defined benefit and defined contribution schemes, with assets ranging from £2m to £500m.
Our consultants guide trustees through the various stages identified above with pragmatism and clarity, ensuring that our approach is tailored to your needs, and working to agreed fees.