How we helped our pension scheme client improve their portfolio yield by £2.75m using a swaptions mandate
Pensions & benefits
Getting the investment strategy right is the most important task to help ensure good members’ outcomes – whether for your DB or DC members.
Each scheme has its own set of unique circumstances and faces different challenges. We take the time to understand your scheme and your goals, and put together a bespoke strategy that suits your needs. We are truly independent, so we don’t have a single “house view” and don’t push specific products. Whether you are looking to improve returns, develop a de-risking flightpath or manage income requirements, our personal and tailored approach will maximise your chance of achieving your objectives.
How we can help
We take the time to understand your situation, your shorter-term priorities and your long-term goals, and then deliver clear recommendations to help you reach them. We are practical and focus on getting a good investment strategy in place, so you get the benefits as soon as possible without having long discussions about irrelevant details.
Our DB investment specialists work closely with our funding, corporate pensions and de-risking colleagues, meaning that we consider any approach from all angles. This means our clients are able to implement ideas faster and avoid lengthy negotiations with other stakeholders.
Our clients value the clarity of our advice, and our use of technology is integral to how we deliver that advice. LCP Visualise and LCP Horizon give our clients a single view of their DB and DC schemes respectively, and instantly show the important issues for your scheme and the impact of making any changes to your investment strategy. That means you can quickly understand the complex interactions and make decisions straight away, allowing you to be nimble and take quick advantage of market opportunities.
Our unique LCP SpotLight tool can provide you with real-time metrics on your investments – both at asset class and manager level. This allows you to easily evaluate how well your strategy and managers are working, to help you take advantage of opportunities or to take early, corrective action, if necessary.
How we have helped our clients
How we helped our client reduce governance time and investment management fees by moving them onto a DB investment platform
Our investment strategy experts
Our latest thinking
In this blog, James Fermont discusses the latest liability-driven investment (LDI) pooled fund solutions helping small and medium-sized pension schemes to maximise liability hedging without sacrificing investment returns.23 May 2017
In this video, James Fermont discusses how "Growth LDI" can help pension schemes to maximise liability hedging without sacrificing investment return.19 May 2017
Meet the team
We are market leaders at each stage of de-risking, including planning, investment strategy, transactional services and wind up.Meet some of our experts
Our team works with trustees and sponsors of pension schemes to help them maximise their investment returns, while ensuring risk is well managed.Meet some of our experts
We help employers and trustees design investment strategies that achieve better outcomes for members.Meet some of our experts
We help clients identify, manage and monitor pensions risks in an integrated way.Meet some of our experts