Every pension fund’s circumstances and decision-making processes are different. That is why for the past three decades we have sought to provide innovative and bespoke investment advice that addresses each client’s specific funding and investment challenges within the context of their governance structures.
We believe that too much emphasis by pension funds on short-term “risk” metrics can result in sub-optimal investment decisions, both from an investment strategy and manager selection perspective. Our advice is based upon fundamental investment principles and aims to create a balanced picture of a pension fund’s long term cash flow profile and liability ‘value’ risks. We expect to be held accountable for our investment advice and favour a commercial alignment of interest with our clients’ investment outcomes.
Our pension fund investment advisory services include the following:
• Setting objectives / journey planning
• Investment strategy (including liaising with the Scheme Actuary)
• Portfolio structuring
• Manager selection and monitoring
• Investment reporting
• Transitions / transition manager appointments
• Statement of Investment Principles