We are focused on delivering the outcomes that matter to our clients

We build a wide range of investment solutions catering for differing risk tolerance levels, targeted returns, liabilities and time horizons. We understand that no two pensions schemes are the same and build bespoke solutions appropriately. Our clients include corporate and local authority pension schemes, encompassing both defined benefit and defined contribution schemes.

Partnership

By listening to your aspirations and understanding the challenges you face, our expertise and experience can help you arrive at the optimal solution.

Informed risk, effectively managed

We manage risk with discipline and rigour. By combining our extensive experience, informed through our established insurance heritage, with unique insights we embed risk management throughout the investment process.

Transparency

Trust and transparency go hand in hand. Only by being fully open and transparent with you are we able to meet your needs and build a lasting relationship.

ESG

We promote sustainable business practices in global markets, encouraging greater transparency and better corporate governance. This helps us to reduce risk and strive to enhance the long-term value of your investments.

Think like an insurer, invest like a pension scheme

Cashflow-driven investing (CDI) is about meeting the outcome that matters most to pension schemes – being able to pay out liabilities as they fall due. The approach involves investing in assets that generate predictable cashflows that can be used to match liabilities whilst still having the potential to generate attractive returns.

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Think like an insurer, invest like a pension scheme

Key risks

For further information on the risks and risk profiles of individuals strategies, please refer to the relevant documentation.

Investment risk

The value of an investment and any income from it can go down as well as up.  Investors may not get back the original amount invested.

Iliquidity risk

Alternative Income assets are significantly less liquid than assets traded on public markets. Where funds are invested in infrastructure/real estate, investors may not be able to switch or cash in an investment when they want because infrastructure may not always be readily saleable. If this is the case, we may defer a request to redeem the investment.

Credit risk

Bond values are affected by changes in interest rates and the bond issuer's creditworthiness. Bonds that offer the potential for a higher income typically have a greater risk of default.

Real estate risk

Investors should bear in mind that the valuation of real estate/infrastructure is generally a matter of valuers’ opinion rather than fact. 

Need more information?

For further information, please contact our investment sales team.

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