Services
Manager Research and Fund Selection
In line with our vision to build wealth and reduce risk for our clients, we believe it is worth spending time and effort on manager selection. We help our clients to identify, analyse, select and monitor investment management organisations.
A
Specialist research, independent advice
We offer specialist investment manager research and fund selection services to institutional investors. We look for innovative solutions and creative approaches that deliver on our client’s mandates. We are committed to offering straightforward, independent advice in this regard.
Our experienced and dedicated due diligence professionals are adept at evaluating individual managers and funds. We identify managers that we believe are most likely to perform well in the future. Our in-depth process gives our clients the confidence that the funds they invest in meet their risk appetite and their objectives.
B
ESG built into selection
ESG is an integral part of investment manager selection. We ensure that the manager we recommend has the people, processes and expertise in place to meet the ESG requirements specified by our clients in the investment mandate.
Strategic Investment Advice
Independent, practical investment advice to pension schemes, insurers, charities and asset managers.
ESG and TCFD Consulting
Consulting services to pension funds around sustainability and governance.
Specialist Reporting
Pension industry comparison reports, operational due diligence reports and value for member reports.