Structuring investment solutions
to address the right risk at the right time
Investment Consulting Services
Our approach to investment consulting is to understand our client’s needs and tailor an appropriate investment strategy with the aim to provide value for money investment outcomes designed to improve financial security for members and pensioners.
A significant part of this task is the need to set investment objectives in the context of the investment needs of the members as they progress through the stages of their working lives.
We assist with the development of an Investment Policy Statement (IPS), taking into account the investment fundamentals, as well as their needs, liabilities and philosophy. The IPS then acts as the foundation for the investment strategy.