Our investment consulting advice on investment strategy, portfolio construction and implementation is designed to meet your specific needs and objectives.
Impactful, impartial investment advice
Our impartial approach focusses on what matters most to you and what is most likely to lead to success. That's true whether your challenge is generating returns to repair a deficit or build up a DC pot, or if it's ensuring there is sufficient cash availble to pay benefits or managing risk.
We don't push products and we don't manage assets or create our own funds. So our investment advice is always independent, conflict-free and in your best interest.
Get a GrIP on your assets
As DB schemes mature and markets evolve, balancing the need to generate returns over the longer term whilst ensuring that there is a reliable source of cash to pay members’ benefits in the short-term - all without putting unnecessary strain on the sponsor, is a difficult juggling act.
Making sure that you have a clear, integrated funding and investment strategy, and that you focus on what matters most, is key.
By pinpointing exactly where you are on your own ‘Road to Resilience’ we’ll help you get a GrIP on your assets; striking the right balance between Growth, Income and Protection will give you the best chance of success.
Measures that matter
The badge of a quality DC scheme is that it delivers good member outcomes and members receive value for money. Your challenge is embedding a programme to achieve this in a rapidly changing and highly legislated environment.
Your success in delivering good outcomes depends on far more than investment focus.
Our DC governance framework focuses on good governance and tangible success measures.
From here, our ground-breaking Guided Outcomes® (GO) methodology will help you assess, understand and drive the best results for your DC members.
Understanding your challenges
Structural reform, public sector cuts, increasing employer numbers and the prospect of an uncertain market environment present significant challenges to how you will manage your fund’s investments.
We will help you identify your long-term investment target and how you can work towards this over time, while keeping your contributions both stable and affordable.
In terms of structural reform, we have been at the heart of the debate. Using our expertise, along with our project management experience, we can help you move to the “new world” efficiently and get the most from investment pooling.
As ‘Lower for longer’ interest rates appear to be the new normal, we need to make pension savings work as hard as possible at the right time in the savings journey.