Monitoring of Defined Benefit Investments

 

Our dedicated team of experienced investment analysts can support your ongoing governance regime and decision making by offering detailed reports on your pension scheme’s performance.

 

Added value – commentary & analysis

Our reports deliver added value in three key areas.  Many of our clients tell us that their fiduciary responsibilities are helped by the regular reporting they receive.

  • Commentary

We provide overall market and manager-specific commentary including fund specific performance relative to agreed targets and risk metrics.

  • Strategic analysis

Our performance reports always reflect a scheme’s Statement
of Investment Principles established by the Trustees in consultation with the employer.  The reports can therefore
be utilised as a catalyst for more valuable investment advice
and support.

  • Intelligence

The reports include market intelligence about industry trends and personnel changes.

 

Bespoke reporting

We will discuss with you your report’s content to ensure it incorporates all the scheme specific information needed by the trustees.  This could include:

  • Scheme Return

Where the scheme has an Investment and management structure incorporating a member of managers and funds, we will calculate and report on the return achieved by the scheme's assets over agreed time frames.

  • Liability Driven Investing (LDI)

Where the scheme has an LDI arrangement we can monitor the performance of these assets not solely in terms of returns achieved but also in relation to liability benchmark.

 

Business Development

Sankar Mahalingham

07436 792 261