How we helped our client increase their focus on ESG through a restructure of their equity portfolio
Pensions & benefits
and manager advice
Deciding on the right investment manager is a crucial job for trustees.
Making sure that your investments are performing as you expect them to is just as important. And with so many decisions to make, our clients benefit from our independent and tailored approach to advising them. We don’t sell products, and we’re not linked to asset managers, so we don’t have a stake in any particular solutions – our clients have individual requirements, so we consider their goals and needs and tailor our services accordingly.
How we can help
We do things differently. Our manager research programme is fully integrated into our advisory team at all levels, which means that the people advising you are the same people who research and assess the managers available to you. This means that information and ideas flow both ways. You will benefit from the newest and most relevant investment ideas out there, and we communicate the needs and experiences of our clients back to the investment managers to develop new products for you to access.
We look beyond our own backyard when it comes to our research. As the UK and European partner in the Global Investment Research Alliance we have access to research on investment managers and markets across the world.
Responsible investment principles are fully integrated into our manager research process, allowing us to tailor our recommendations according to your own responsible investment goals and priorities. We are supporters of the initiative by the AMNT and UKSIF which acknowledges the importance of environmental, social and governance issues to pension scheme investments.
We are independent of the conflicts that come with running an advisory business alongside a fund management business, as we don’t provide fiduciary management services. However, if fiduciary management is the right option for your scheme, we will offer unbiased and unconflicted advice to help you select and monitor your fiduciary manager, to make sure it delivers everything you need it to.
We use our unique LCP SpotLight tool to provide our clients with up-to-date performance on their investments, not just at asset class level, but also at manager level. Our clients have told us how useful it is to see up to date figures (rather than by calendar quarters) and how much more engaging it is discussing performance using LCPSpotLight.
How it works: our manager research process in practice
We put ourselves in our clients' shoes so our approach to manager research looks at the things that matter most to you. Using consistent criteria, we assess each manager, for each asset class, to provide you with a suitable selection of investment managers who are aligned to your needs and who we believe will do an excellent job for you.
How we have helped our clients
How we helped our client gradually reduce their exposure to fossil fuel risks
How we helped the trustees carry out an independent selection exercise, to work within its guidelines.
How we helped our client increase the expected return from an equity allocation with a multi-factor approach
Our Independent investment & manager advice experts
Our latest thinking
In this blog, Ian Gamon discusses how many charities are finding that their balance sheets are looking stronger than ever. Consequently, many are now reviewing their investment strategy to capitalise on their improved position.7 November 2018
In this blog, Laasya Shekaran discusses the pros and cons of UK pension schemes investing in US government bonds.1 November 2018
How we can help
Fiduciary management is a hot topic, and has been a focus of the recent CMA review. We ensure that clients fully understand the pros and cons, and help them to put in place the right arrangements for their needsDiscover more
We can help you easily evaluate how well your strategy and managers are working, in real-time, with LCP SpotLight.Meet some of our experts
We identify and research investment managers that can generate the performance our clients expect.Meet some of our experts
We help monitor the performance of our clients investments so they can progress against their objectives.Meet some of our experts