Investment Consultancy

Our investment consultancy service assists Trustees to develop an appropriate long-term investment strategy, establish an investment performance benchmark and measure performance against the benchmark, thereby facilitating the evaluation of investment managers and their portfolios. We regularly provide a detailed investment report that is tailor-made to each fund.

We also provide advice in connection with individual investment choice, the various options available regarding its implementation, and the ongoing management of the investment options. Special risk profiled multi-manager funds are composed and then continuously appraised.

Actuarial Services

We provide a full actuarial consulting service covering actuarial valuations (either statutory valuations or intermediate valuations to assist with the management of the fund), costing of benefit improvements and individual calculations. Additional services include post-retirement medical liability valuations and AC116 reporting.

Individual Investment Choice

Our team of investment consultants structure risk profiled investment choices, in conjunction with the Trustees, for members to select. We have very successfully implemented individual investment choice into a number of large funds countrywide.