Investment
Consulting

Helping you prioritise
the prominent investment challenges

We partner with you to guide your scheme’s trustees in evolving your strategy, so that your funding and investment needs are addressed appropriately.

Tailored advice for your benefit

From asset allocation and fund manager selection to risk management and ongoing governance support – we understand that your world is complex.

We tailor our advice to your needs, to help your trustees better govern your pension, ensuring improved results for your members.

Putting your scheme at the core

We believe that the best tools and solutions should be accessible to all schemes we work with. You will have full access to our extensive investment and consulting expertise, which inform our advice on implementation through the managers that we regard as appropriate to the circumstances.

We partner with you to reach your goals

As experienced consultants committed to investment excellence, we provide proactive and relevant advice aimed at helping you:

Set clear and measurable objectives
Form a forward-looking plan for targeting the right level of return
Ensure diversity across asset classes, regions and managers as appropriate
Adapt to the prevailing market conditions
Managing risk and taking opportunities when appropriate
Selecting where there is a benefit from active management

We provide investment and transaction advice to DB and DC pensions in the UK, insurance firms, and US pensions. We work alongside you to:

Understand your objectives and needs.
Help you understand the risks you face and how these risks evolve over time
Provide proactive and relevant advice on investment strategy, asset allocation and manager selection
Evaluate and select appropriate managers to support your desired investment outcome, with full consideration for your environmental, social and governance requirements
Select platform providers, administrators and communication specialists where required for DC pensions
Provide ongoing education and training on all apsects of investment strategy and governance
Monitor your strategy performance on an ongoing basis against the metrics that matter to you