We appreciate how critical the investment strategy you pursue is to your scheme’s ability to provide benefits. The investment opportunities available to trustees are developing at an ever increasing pace. We help our clients to understand how to strike a balance between risk and reward to support their agreed funding objectives.
Hymans Robertson is an independent firm, which means the advice and guidance we give our clients is unbiased and free from conflicts of interest. This independence has allowed us to devise the distinctive investment solutions that have put us in the top echelon of investment consulting firms. We don’t sit on the fence by presenting you with a number of options you could pursue. We tell you what we think you should do.
Our recommendations are based on the firmest of foundations. We make extensive use of quantitative research at the outset of our analysis. This is then supplemented by our in-depth knowledge of investment markets, asset classes and fund managers - with our manager grading system adding clarity to our decision-making process.
In every case, our solutions are purpose-built for you and aim to achieve the ideal balance between risk and return for all stakeholders.
We are also committed to clear communication. Clear advice will help you make the best decisions for your scheme and the people who benefit from it.
OUR SERVICES
- Strategic goal-setting
- Manager selection and appointment
- Portfolio re-organisation
- Monitoring investment performance
- Drafting Statements of Investment Principles
- Socially responsible investment advice
- Advice on fund management fees
- Responsible investing