
Rebalancing methodologies and the recent pension crisis
Some of the blame was laid at the door of Lifestyling methodologies, in particular their rebalancing polices and whether more could have been done to protect members.
Our experienced team supports our clients through our in-depth understanding of risk and return and our proven ability to build governance capacity. In doing so, we help our clients build wealth for their members. We are experts in fund manager evaluation and selection and provide trusted insights to the pensions industry through our proprietary research, ESG and TCFD consulting and our specialist reporting services.
We assess your scheme for Value for Member compliance. We deliver this as a complete assessment of your scheme and compare your scheme against other options in the market.
"We work hard to closely align our interests with those of our clients and make sure that the
solutions we implement match the ability of the client to govern those solutions."
Dean Wetton | Founder and CEO
Read moreSome of the blame was laid at the door of Lifestyling methodologies, in particular their rebalancing polices and whether more could have been done to protect members.
The liability-driven investment (LDI) crisis in late 2022 sent shockwaves through the UK pensions industry.
This may feel like a daunting task, however it does not need to be the case.