Investment Strategy & Modelling
As part of our Investment management strategy we will draw on the scale and experience of our team as well as our market leading proprietary risk modelling and ESG tools. These have been developed through our strategic support of large and complex pension fund clients. Our established approach is split between three stages as follows:
Current State Assessment
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Our current state assessment will involve detailed review of your existing investment management policy which at high level will involve, understanding the:
- I. Target risk and return thresholds
- II. asset allocation as well as any prohibited asset classes
- III. Consideration of historical returns adjusted for exchange rate fluctuations as well as management fees
- IV. Timing of income cash flows and the extent to which this is matched to your underlying liabilities
Recommended Solutions and Execution
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Following our Current State assessment we will provide advice on an appropriate investment policy framework complimented by results from our ESG modelling tool.
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We will provide a long term investment strategy which will aim to strike an appropriate balance between the expected return and target risk appetite.
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In addition, we will leverage our networks across key financial markets to execute the suggested investment strategy.
