HSBC Actuaries and Consultants Limited
Investment Consultancy
Supplying a clear, focused approach to reviewing and monitoring investment strategy.
Our award winning Investment Consultancy Practice offers a client focused approach to reviewing investment strategy and monitoring performance for both defined benefit and defined contribution schemes. It produces practical and understandable solutions which are technically sound and presented in a way that assists the understanding of pension fund trustees and sponsoring companies.
Services and products include:
- Setting of an appropriate investment strategy taking into account the pension scheme's liability profile
- Selection of the appropriate investment manager or managers to implement the chosen strategy, backed by our manager research programme
- Continuous performance monitoring using our unique range of IMAGE products which can be tailored to suite your needs
Other areas of increasing activity include:
- Review of the schemes' Additional Voluntary Contribution arrangements, in conjunction with our Defined Contribution Consultancy team.
- Optimisation of asset transfers and disinvestments
- Effective cash management strategies
- Expert advice on the drafting and updating of Statements of Investment Principles and negotiations on Investment Management Agreements
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