Investment management
In many employee benefits packages, the pension scheme will be seen as the core benefit. Key to the delivery of the benefits offered within the pension scheme is the investment management of the contributions and accrued funds.
This goes beyond pure investment performance and the attempt to pick winning funds, to a need to match asset allocation and fund selection with the risk/return profile required by scheme trustees, actuarial projections and member objectives.
We can offer such an investment management service. Through proven asset allocation and fund selection techniques we provide investment management services for a variety of pension arrangements. In particular, for Defined Benefit (DB) schemes we work with the trustees and their actuaries to translate their asset liability model into an asset allocation strategy and investment portfolio, that will maximise their chances of achieving a return within a known and manageable risk.
This becomes an essential requirement in an environment where, since the introduction of FRS17, the impact of pension fund shortfalls can be critical to business survival.
