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Cartwright Group Limited
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Services

Actuarial Services
Scheme Actuarial Services
Risk & Cost Management
Investment Strategy
Pension Accounting
Mergers and Acquisitions
Pensions & Divorce
Pensions Administration
Consulting Services
Secretarial and Training

Investment Strategy

Strategic asset allocation plays a major part in the investment performance of a pension fund. Getting this right is crucial and we firmly believe that this should be driven by the Scheme Actuary. Scheme-specific funding requirements and benchmarking mean that the liabilities, the funding objectives and the investment strategy should be considered hand-in-hand, not only at the time of the formal actuarial valuation but on an on-going dynamic basis.

Our expertise covers:

  • Dynamic asset allocation advice
  • Maintenance of the Statement of Investment Principles
  • Asset/Liability studies
  • Performance monitoring
  • Portfolio construction
  • Manager selection

For more information, please call 01483 860201

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