Our services

Our services

  DB Plan Investments DC Plan Investments
Strategy Providing advice on, conduct of and/or draw up:
  • ALM study
  • Risk/return budgets
  • Strategic Investment Policy
  • Investment Plan
  • De-risking and hedging
Providing advice on:
  • Investment options
  • Structure of options
  • Default arrangements
Implementation and Operations Carrying out or arranging the management on behalf of the client:
  • Selecting asset managers and investment institutions
  • Instructing / terminating asset managers
  • Structuring portfolios of asset managers
  • Co-ordination the transition of assets between asset managers
  • Supervising asset managers and investment institutions
  • Carrying out overlay strategies (e.g. derivatives to hedge currency and interest risks) and implementing de-risking strategies
  • Negotiating pricing
Where appropriate, carrying out or arranging the management of:
  • Selecting asset managers and investment institutions to manage investment options
  • Reviewing default strategies and any “glide paths” for lifecycle or target date funds
  • Supervising asset managers and investment institutions
  • Providing updates on best practice and DC developments
  • Negotiating pricing
Monitoring Measuring, analysing and reporting the results:
  • Performance, risks and cost

Providing (consolidated) reports on asset management

Measuring, analysing and reporting the results of investment options:
  • Performance, risks and cost

Providing (consolidated) reports on asset management

Other services
  • Advising on custodian selection
  • Maintaining contacts and working in cooperation with the custodians and/or other service providers
  • Advising on and drawing up reports to any Supervisory Authorities
  • Advising on Environmental, Social and Governance Policy development (ESG) and voting strategy and implementation
  • Secretarial services Investment Committees / Fund Boards
  • Advising on Corporate Investment and DC policy development
  • Advising on DC service providers, administrators and construction of investment DC infrastructure
  • Working with HR and benefits teams to ensure investment structure appropriate to local country membership
  • Assisting with investment aspects of communications to members