We work with clients to build resilient strategies that meet their needs with certainty. The result is the right assets in the right place to pay each benefit with confidence.
As defined benefit (DB) schemes mature and markets evolve, balancing the need for returns over the long-term with making sure there’s a reliable source of cash to pay members’ benefits in the short-term is a difficult juggling act. Especially without putting unnecessary strain on the sponsoring employer.
A clear, integrated funding and investment strategy is vital. With the right balance of ‘Growth’, ‘Income’ and ‘Protection’ assets our GrIP approach means you can deliver members’ benefits with confidence.
Our range of investment consulting services include:
Articulation of beliefs, objectives and long term goals
Strategic asset allocation
Portfolio construction
End game planning and execution
Investment manager and product research
Capital market insights and application
Articulation of RI beliefs and objectives
Climate transition plans and actions
Stewardship programmes
Performance and risk reporting
Cashflow management
Liquidity waterfalls
Manager oversight
Monitoring arrangements
Set the right PACE
If your defined benefit pension scheme is targeting buy-out, you need a cohesive strategy and plan to get there. Our PACE strategy can help.
Whether you’re a DB trustee or employer, our Excellence in Endgames hub is here to help you cut through the complexity, identify the right strategy for your scheme and develop and execute an action plan with member outcomes at its heart.
Horizon: clarity and confidence for DB scheme run on decisions
Running on can unlock value for defined benefit (DB) schemes. It can also create meaningful opportunities to improve member outcomes. Horizon gives you the clarity, confidence and structure to decide whether it is right for you, and how to deliver it well.
Managing investments across multiple managers can make it difficult to get a clear view of overall portfolio performance. Our investment performance reporting service brings all your data together in one place, providing independent analysis and straightforward reporting to help you understand what's driving results and support informed decision-making.
Our service brings together performance data from all your investment managers into one clear, easy-to-read report. You'll get a complete picture of portfolio performance, supported by independent oversight and analysis of what's driving returns.
This service is particularly useful for organisations managing portfolios with multiple investment managers, including local government pension funds, charities and other institutional investors who need a consolidated view of performance.
Reports can be produced monthly, quarterly or to a timetable that suits your needs. Read our flyer to find out more, or get in touch with our specialists below.
