Our primary objective for pension schemes is to provide innovative investment solutions that deliver complementary returns to those that come from traditional asset classes. Since 2004, we have worked with a very broad range of investors with the objective of helping them to meet the investment objectives for their members.
In the early years our clients were predominantly Defined Benefit Pension Funds, though over the last decade, as Defined Contribution Schemes have grown and developed their investment approach, so too has our role in their default investment strategies across accumulation, consolidation and decumulation investment stages. Today, we have a broad range of pension scheme clients – in terms of size, geography, corporate sector, and governance model, who trust us to help them meet their members’ financial goals.
Whilst our underlying investment philosophy and process has been consistent for nearly 20 years, our investment funds and capabilities have evolved by working with and understanding the needs of our clients. One certainty is; we will continue to evolve our fund offerings and investment solutions capabilities in the years ahead.
Ultimately, our objective is to be a partner for our clients and to deliver returns that help Defined Benefit schemes on the flight path towards full funding as well as being a core component of the default strategy for Defined Contribution pension schemes. Please get in touch with us if you would like to understand more about how we think, our investment philosophy and how we can help you best meet your investment objectives.
We have been trusted by a wide range of Charity, Endowment and Foundation clients since our inception in 2004. The reason for this is that our investment philosophy, in managing risk and focusing on delivering a consistent and stable profile of investment returns in a wide range of underlying investment markets, is well aligned with that of their ultimate investment objectives.
Over the years, we have successfully delivered risk-adjusted returns that have helped Charities, Endowments and Foundations to grow their investment portfolio in real terms whilst also ensuring we preserve capital in times of extreme market movements.
Please do get in contact with us if you would like to hear more about how we think might be a good fit with your specific investment aims and objectives.