Investment

Our investment team provides high quality investment advice to trustees and sponsors of pension schemes, as well as advice to clients in the broader area of risk management.

The consequences of an inappropriate investment policy can be enormous. We believe it is vital that the risks and rewards behind our clients' investment policies are fully understood.

In order to help our clients have an appropriate policy, we focus on offering:

Proactive advice - trustees and sponsors need advice, not just options
Clear advice - trustees and sponsors need to understand what we are saying
Efficient decision making and implementation - advice, however good, is only of value if it leads to agreed outcomes, swiftly actioned
Value for money

As part of our investment research programme, we devote considerable time to ESG matters. This includes discussion on these topics - and their importance in the investment process - with a wide range of managers and other industry contacts.

Services

Defined benefit / contribution

Each pension scheme faces its own specific set of issues, meaning a “one size fits all” approach is rarely successful.

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Trustees and sponsors

Setting a pension scheme’s investment strategy is one of the most important decisions for trustees and sponsors.

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Setting investment strategy

A good investment policy is not just about putting in place an efficient asset allocation for today. It should also incorporate how the strategy should change in the future, in order to best meet your objectives.

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Manager research

The choice of investment manager is an important task for trustees.

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Performance monitoring

Once the new investment policy is in place it is important to monitor the policy and ensure it is progressing at the required pace towards the agreed objective.

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