A comprehensive, integrated suite of services for trustees and plan sponsors
Investment advice services
By combining a comprehensive and integrated suite of investment advice services for trustees and plan sponsors with our unique investment manager selection process, we offer a full 360-degree fiduciary management solution that looks to answer the challenges that pension schemes face.
At the heart of our advice approach lays an understanding of client goals. In practice, this means:
We'll work closely with the fund actuary to fully understand and quantify the liabilities and risks of a fund. From there, we establish an optimal investment strategy that includes:
Finally, we set and monitor trigger points within the plan, that signify when alternative strategies can be considered; meaning you remain in control.
With actuarial, asset allocation, risk management and over 300 corporate finance experts globally, our priority is to provide tailored advice based upon your defined goals, while you:
This document contains marketing material about our fiduciary management service. This document does not represent impartial advice on this service. In certain cases, you are required to conduct a competitive tender process prior to appointing a fiduciary manager. Guidance on running a tender process is available from the Pensions Regulator