Services

The company offers a suite of services targeted at each client or fund's unique requirements, shown below:

Investment Strategy & Investment Policy Design/Advisory

We offer independent investment consulting services to defined benefit and defined contribution pension funds, designing optimal investment strategies. The above includes asset modelling, devising the strategic asset allocation, designing of investment policy statements as well as implemented consulting where required.

Additional focus is given to alternative investment solutions where required, as part of a holistic investment portfolio (e.g. investment into infrastructure based assets).

Independent Fund Reviews & Trustee Training

We offer personalised training to trustees on issues affecting their fund, investment strategy & investment policy statements, as well as actuarial or pension benefit related matters. The training is tailored to suit each fund and client's specific needs & structure. This may also include independent high level assessments of investment policy statements, where required.

Financial Modelling & Risk Management

Using our wealth of experience across financial & actuarial modelling as well as our deep understanding across financial services, we help clients with various financial modelling and risk management requirements, which when combined with our high levels of professionalism, will help them meet their objectives and needs.

Liability Centred Investment Advisory & Solutions

All of our investment advice and solutions take explicit account of each fund or client's unique liability structure - helping to design a suitable and tailored investment solution, which is then continuously monitored and measured.