We offer a comprehensive investment service to help our clients with their investment decisions.
A typical project may involve:
- Investment strategy advice – helping trustees make informed investment decisions.
- Fund manager selection – based on research by our client-facing consultants and up-to-date supplier lists covering a full range of asset classes.
- Transition services – managing changes to investment strategy.
- Monitoring and dynamic de-risking – watching investments and liabilities, and choosing the right time to switch investments to reduce risks.