Our services cover both public and private sector defined benefit (DB) and defined contribution (DC) investment. Whatever the circumstances, we have the experience and expertise to exceed expectations.Â
We work with our clients to build investment strategies that deliver better outcomes, using the expertise we’ve gathered through advising some of the biggest pension schemes in the UK. Our firm has supported public sector pensions for over a century now – so we truly understand the meaning of long-term investment.
150
+
Strong investment team
300
+
Investment manager products rated
200
£bn
Assets under advice
How we help
One size definitely does not fit all: we get to know our clients so we can give them carefully crafted solutions. Because all clients have different requirements, we match our people accordingly, recommending expert, action-oriented thought leaders who listen hard and speak up for their convictions.
We’re independent, so our advice isn’t driven by a central research engine. We believe our research is simply another information source for our consultants, who then combine their knowledge and expertise to deliver the best advice for you. It’s not about the flavour of the month: it’s about helping clients make informed decisions.
Every investment manager and strategy we recommend is assessed and rated on their ability to manage responsible investment risks. We look for evidence that managers recognise the impact of environmental, social and governance (ESG) factors on investment decisions and are responsible stewards of clients’ capital.
Our firm works with 75% of the UK’s Local Government Pension Scheme (LGPS) funds. We have the highest number of LGPS investment consulting clients in the industry, working with funds and pools on a full-time and project basis. We’ve worked with the LGPS since its inception, demonstrating our commitment to public-sector pensions.
We’ve advised dozens of DB schemes – from £5m to £5bn of assets – on buy-in investment strategies to make their risk transfer transactions smooth and trouble-free. We help DB schemes achieve excellence in endgames, cutting through the complexity to develop and execute a strategy that puts member outcomes first. We can help you identify the right endgame for your scheme and smooth your journey towards it.
