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Charities and pension funds
We have a highly experienced team of investment managers managing pension and charity fund investments.
Every client fund has a range of differing objectives and requirements and our system is able to design a portfolio that will fully meet its requirements. Risk is a particular issue for trustees and our system offers both the comfort of high risk-adjusted returns as well as significant diversification between underlying assets, investments and managers.
We are able to manage assets on a targeted return basis if so required and will carry out stress testing & probability analysis where appropriate. An appropriate benchmark for each fund is agreed with the trustees for reporting and review purposes.
We seek to work closely with third parties including actuaries and consultants to ensure all of our clients' advisers are in unison to achieve their overall objectives.