Defined benefit investment

Investment strategies that reduce uncertainty and complexity.

Benefits
of our approach

Our independence gives us freedom to find your best solution

Clear guiding principles that avoid unnecessary complexity

We have full autonomy to build each client a bespoke portfolio

A focus on high conviction, high visibility return

An approach designed around the specific needs of trustees.

We recognise that trustees and sponsors have recently had to work within an increasingly volatile environment, reorienting themselves to new funding positions while facing illiquidity and capital challenges.

Amongst this uncertainty, the last thing schemes need is added complexity. Our teams value simplicity, clarity and efficiency above all else. We listen carefully and communicate openly, demonstrating our thinking and keeping your returns visible and transparent.

Your dedicated client team will always focus on your members’ best interests. We help you take as little risk as possible for the returns required within your specific timeline. Ultimately, our expertise is here to deliver the best commercial outcomes for you.

Our independence means that our specialist DB team has the freedom to select the solution they believe will work best for you. We use our expertise and proprietary technology tools to make sure your investments are robust, and confidence of desired outcomes remains high at every stage.

Our specialists:

Work with you to set your goals, time frames and acceptable risk levels
Help all stakeholders understand their position in full
Ensure your investments are in the optimal structure to meet your goals
Conduct due diligence and lay the groundwork before any new investment
Stress test current and prospective investments to make sure they’re fit for purpose

Our DB investment consultants are highly experienced, having helped schemes of all sizes and requirements. Clients also benefit from the expertise of wider specialist teams – including LDI Manager Research, ESG Advisory and HR & Pensions M&A.

Whether you’re a sponsor or a trustee, you can expect a team that works tirelessly in your scheme’s best interests. Our first-hand experience of supporting trustees and employers allows us to take a more collaborative, and therefore more efficient, approach.

For smaller schemes looking to create efficiencies and lower fees, we can work closely with our Operational Consolidation team to help you maximise value.

How we can help local government employers