A tailored approach to balancing risk and return
Our consultants work with you to ensure your scheme has the right balance of risks and costs for all stakeholders, developing compliant investment strategies which support you to deliver against your long-term objectives. It is crucial that trustees of pension schemes get their investment strategy right as this has a huge bearing on the funding and the overall strategy of the pension scheme. Benefits must be paid when they fall due which means that investment consultants must tread a careful path between risk and reward, today and the future. As well as advising on investments it’s also the role of the investment consultant to deliver on this, from selecting investment managers and monitoring investment performance.
In addition, environmental, social and governance (ESG) has been growing in prominence for pension schemes, and legislative change has made this a priority issue for trustees and part of the decision-making when it comes to investments.
Tracking funding, and balancing risk and reward
We develop investment strategies that work in tandem with your funding strategy to deliver your long-term objectives and comply with the Pensions Regulator’s integrated risk management framework.
Our investment consultants work with you, side-by-side, to ensure your scheme has the right balance of risks and costs for all stakeholders, and that the investment strategy supports the funding strategy and long-term objectives.
We offer a joined-up approach across our actuarial and investment teams who use the same pension analytics platform (PFaroe) to deliver dynamic monitoring and ongoing review in the following areas:
- Integrated funding and risk management
- Investment strategy review
- Manager selection
- Review of performance by asset-class
- SIP review
- Daily monitoring with triggers
- Environmental, social and governance (ESG) policy review
- Investment governance
- Regular cashflow advice
- Financial reporting
Our pragmatic approach ensures that costs are fixed, and realistic timescales are set from the start. With us, you will have access to the tools you need to manage risk, reduce funding volatility, and safeguard your members’ benefits in a way that you can understand and afford.
Environmental, social and corporate governance (ESG) has been part of the pensions’ agenda for some time, but many scheme trustees don’t understand its significance and what action they should be taking.
ESG is not optional for pension schemes – in fact a failure to consider ESG puts trustees at significant risk of breaching their legal and regulatory duties.
We work closely with clients in developing practical and cost-effective solutions that enables the scheme to fully imbed the principles behind ESG, without compromising their investment strategy.
