Rapidly moving capital markets, changing regulations, and the sharpened focus on ESG and sustainability have resulted in significant challenges for institutional investors. Exacerbated by pressure from stakeholders, there is a need for investors to revisit and update what may prove to be outdated asset allocation and portfolio construction approaches, moving to a more modern, integrated, multi-asset investment model.
We can work with you to identify and refine your strategic objectives and with reference to your specific liabilities, constraints, and ESG requirements. We use our proprietary modelling tools to translate these into long-term enhanced asset allocation strategies. We are also able to help you create a best practice governance framework for ongoing portfolio management and provide support with portfolio monitoring, rebalancing, and tactical positioning advice.
Once our strategy review is complete, our recommendations will be prepared as a detailed report for key stakeholders, including both quantitative and qualitative analyses to support our recommendations.
Through our additional services, we can assist with strategy implementation, conducting manager selection exercises, interviews, due diligence, transition monitoring, and other investment advisory activities.
Examples of our service
| Organisation | Service provided | Allocation £M | Strategy |
| Family office | Strategic asset allocation | £10 | Multi asset |
| Sovereign wealth fund | Strategic asset allocation | £2,000 | Multi asset |
| UK local government pension scheme | Strategic asset allocation | £3,100 | Multi asset |
