As an alternative to the traditional monitoring and reporting of investments provided by our Employee Benefit Consulting Services, we provide bespoke investment advisory services to retirement funds seeking specialised solutions. These services include portfolio construction and design using efficiency frontiers, replacement ratio expections and detailed investment monitoring and reporting.
Our investment professionals keep their fingers on the pulse of developments at the underlying asset managers, and will help trustees and management committees in the more complex aspects of portfolio construction. For more detail, please email us.
