Manager Research
The choice of investment manager is an important task for trustees. Good investment returns in the long term should increase the security of the members' benefits. Furthermore, investment returns over the long term that are below anticipated levels could result in additional funding demands which the sponsoring employer may have difficulty meeting.
When selecting an investment manager, trustees should expect to appoint a professional organisation that provides a high quality service, including reporting and administrative support. We therefore devote a significant amount of resources to researching and identifying investment managers that can generate the performance that our clients expect.
The universe of investment managers that we research changes constantly as approaches evolve and people move on, encouraging fresh, innovative investment managers to come to the market. The output of our research provides informed views on a wide range of areas and allows us to tailor our proposal to specific mandates, whether DB or DC.
We guide trustees through the manager selection process, from shortlist to the appointment, setting of investment guidelines and transferring assets. Alternatively, we can streamline the process by proposing a single manager for each role, for the trustees' deliberation and approval.
