Investment Consultancy

We offer a comprehensive investment service that focuses on what our clients need. To be effective, an asset strategy needs to be agreed after taking the time to understand the liabilities of the scheme. Our investment recommendations are made after careful consultation with the trustees and employer and are delivered in plain English so that trustees can make the best possible decisions for their schemes.

Developing and adopting a coherent investment strategy is integral to managing the risks of your scheme and to the decisions relating to funding.

We can help you understand the relationship between the profile of your assets and the liabilities of the scheme in order to set an appropriate investment strategy.

We can provide investment advice to suit your needs and budget, whether this is a short report on a particular asset category or detailed asset and liability modelling. To help with asset liability modelling we have developed ModelScheme, an extremely effective interactive tool, that helps trustees and employers to understand the impact of the investment decisions that they make under a different range of economic scenarios.

Our investment offering is comprehensive and includes:

• Strategic asset allocation reviews
• Advice on active versus passive management
• Manager selection
• Transition management
• Monitoring and reporting

For further information on our investment services contact your local First Actuarial office.