We offer a comprehensive investment service to help employers shape their trustees’ investment decisions.
A typical project may involve:
- Helping the employer agree a long-term goal for the scheme
- Reviewing investment strategy – making sure the current or proposed strategy aligns with long-term plans
- Suggesting improvements to trustee strategies – either to reduce risk, increase return or make cost savings
- Attending a meeting to help the employer agree a new investment strategy with the trustees.
Alternatively, we can help employers monitor investment performance, whether trustees use one Fiduciary Manager or several investment managers.
We’ll make sure that trustees give due consideration to your objectives, and that you get a say in investment decision-making.
