We believe that addressing client investment governance challenges can add significant value over time. This could act to provide additional security to members, bring forward timeframes to the endgame or provide companies with the room to redeploy capital towards future business growth.
We have worked with Asset Owners such as Defined Benefit schemes, Charities, Endowments and Foundations, and with Asset Managers, on full multi-asset investment strategy design and formulation, advice on required returns and risk to meet spending or funding goals, design and implementation of investment governance frameworks, LDI, Liquidity and cashflow matching, flight path design and implementation.
We have worked with clients of a range of sizes and financial positions including those targeting a high level of growth to solve funding challenges through to working to support the execution of derisking transactions including buyins and buyouts for fully-funded, mature plans.
Contact us to book a no-obligation exploratory call where we can better understand the specific challenges your organisation faces and determine how we can help.