Since few trustees are professional investment managers, they normally need help from external advisers. But how do they assess the effectiveness of that advice, and satisfy themselves that the strategy is the best it could be, with the correct risk profile?
Xafinity Consulting has changed the way trustees can approach investment strategy, by putting the tools and information they need in their own hands, with the aid of our powerful and unique interactive modelling tool, Model Solutions for Pension Investment Strategy.
Our Investment Consultancy services include:
- Advice on scheme specific objectives and benchmarks
- Asset allocation strategy taking account of the liability profile
- Cash flow management
- Investment manager selection and manager agreements
- Monitoring managers against their benchmarks
- Selection of funds for defined contribution schemes
- Dynamic de-risking
Xafinity Consulting Ltd is authorised and regulated by the Financial Services Authority.