We offer a wide range of investment advice to pension trustees, for example:

  • Strategy reviews
  • Risk quantification – for example, calculation of VaR, hedging ratios, scenario testing
  • Performance reviews and recommending new asset managers
  • Implementing hedging strategies
  • Designing and maintaining a flight-path
  • Buy-in / buyout advice and broking the market for providers
  • Fiduciary manager reviews
  • DC default design, strategy review, and value for money assessment

Our approach is to start by asking for your views, establishing your needs and your attitude to risk. For some clients, the need to hedge risks has become the cornerstone of their investment strategy. Others like to start from a “common-sense approach” to investing for the long-term. We do not start with pre-conceived ideas or follow the herd, but instead will listen to your views and tailor our advice accordingly.