Strategic asset allocation

Our strategic asset allocations provide optimal frameworks for fund managers to develop capital growth and income fund solutions to match customer-risk profiles.

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Why Hymans?

We’ve been an independent firm for over a century and have a deep heritage in delivering investment and economic modelling services. Our economic scenario service and related investment advice supports over £250bn assets across institutional workplace pension and retail wealth.

We provide accumulation and decumulation SAAs to the retail wealth market, delivered and managed by a specialist team of modelling experts and investment professionals.

We provide:

bespoke SAAs developed around specific proposition requirements and constraints
‘off the shelf’ SAAs, for example around investment pathways
investment oversight and governance services
marketing literature and proposition support.

Benefits

Our SAAs are built utilising a comprehensive and rigorous design process that delivers optimal SAAs based on client requirements. In addition, we provide:

Institutional-grade capability

You’ll benefit from our experience across both retail and workplace, as well as our investment in people and technology.

Flexibility

Your requirements can be easily accommodated by our SAA framework during the design phase, as well as during the ongoing output and data needed for governance oversight.

Complementary digital services

We provide engaging tools for advisors and customers to drive assets into your funds.

Marketing and distribution support

Access to thought leadership materials, webinars and other events tailored for you and available for your clients, using our substantial research and distribution capabilities.

A flexible framework for generating economic scenarios

Our economic scenario service (ESS) is a suite of mathematical models that allows you to explore the consequences of today’s business decisions on tomorrow’s outcomes.

Explore ESS

Related services

DC pension provider services

Consulting for providers and asset managers. In a fast-evolving defined contribution market, reviewing your pension scheme is a complex, but crucial, task.

DC plan effectiveness

We help employers run effective defined contribution pension and benefits arrangements that are right for employees.

Collective Defined Contribution Pensions

Collective defined contribution (CDC) presents an opportunity to deliver better pensions for millions of savers.

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Related insights

Publication

Current Issues - July 2025

Comprehensive roundup of the latest news and trends in pensions, investments, trusteeship and scheme management. Read our July 2025 edition here.

Blog

Understanding pension scheme certificates for Automatic Enrolment

In our experience missing or out of date certificates are one of the most common mistakes made by employers trying to comply with their automatic enrolment duties.