Investment Advice Services

A comprehensive, integrated suite of services for trustees and plan sponsors

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:

  1. Goal setting: Identifying risk tolerance, assessing financial requirements and agreeing to goals
  2. Risk budgeting: Understanding current and future needs for liquidity, identifying the impact of changing inflation and interest rates on liabilities, and pinpointing the types of risk the scheme is taking, relative to liabilities
  3. Financial modelling, including scenario modelling: Providing a comprehensive view of risks, both within the scheme and the sponsor, along with advanced scenario testing to identify risk and better shape decision making

Creating an optimal investment strategy

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.

Access a global network

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:

  • Retain full ownership of the investment strategy and control of investment decisions
  • Determine the level and scope of the delegated implementation of strategy and manager selection
  • Authorize the execution of investment decisions within an agreed-upon framework
  • Focus on strategic decisions, such as the risk-return budget