- Manager Performance Analysis
- Account Risk Profiling
- Asset Allocation Modeling
- Manager Proposals
- Core Manager List Design
- Beauty Parade Support
- Fee Negotiation / Agreement Reviews
- Ongoing Manager Monitoring
How your pension assets are performing has major implications on your business. We will produce performance reviews relative to agreed benchmarks and other Investment Managers to enable you to determine how effective your mandate has performed from a relative and absolute basis and taking into consideration your risk profile.
Performance Analysis is a retrospective tool. Sadly, it only provides a signal of deteriorating performance after the event has occurred. Manager reviews provide insight into the process, discipline, philosophy, strategy, team changes evolving within your chosen provider. All firms seek to improve their process but change often has unintended consequences which can send early warning signals to trustees that issues may be about to surface.
Based on a rigorous process of site visits, interviews, qualitative and quantitative analysis we have a global pool of talented managers who may meet your needs should you wish to replace your managers.
Fee Negotiation & Agreement Review
We use our institutional purchasing power to secure favourable reductions in manager costs which we pass on to you the client. We will also design or review investment agreements to ensure they robustly match your investment profile.