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