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Investment Consulting

Traditional or implemented, tailored strategies designed to secure long-term success.

Decide your level of control in investments

Choosing the right investment consulting model

We provide services to schemes either as part of a full-service offering including actuarial and administration or on a standalone basis.  

We have several models of support – whether it is a traditional investment consulting model or implemented consulting where Spence can quickly and efficiently implement trustee investment decisions or offer support around selecting and monitoring a fiduciary investment manager.   

Your choice of investment consulting model will depend upon how much control you want to retain over your investment decisions and implementation.  

A range of investment services

Informed, confident investment advice

Explore the full potential of your investment strategy to achieve your scheme objectives.

Support
Day to day support

Cashflow and re-balancing advice, monitoring and maintaining the Statement of Investment Principles and support in meeting legislative compliance.

Consultancy
Strategy review

Journey planning, trigger monitoring and implementation to achieve your long-term goals.

Management
Performance monitoring

The rights tracking tools and regular reviews ensure your investments remain on course.

Compliance
Trustee meeting attendance

Providing expert guidance and support during meetings to get the most from your investment agenda.

CASE STUDY

Defined goals and a diversified portfolio deliver stability and control.

Investment strategy

A £15m pension scheme was carrying out a review of its asset allocation. The Scheme had been experiencing a lot of volatility in its funding level with increasing employer contribution requirements.

Action taken

Simon carried out a strategy review with the client, establishing the Scheme’s objectives and defining what “success” means for the client. Simon was then able to carry out interactive asset liability analysis using our powerful system. This led to a revised strategic asset allocation that targeted their objective. A series of triggers were also established, by which the client will gradually de-risk the portfolio as the funding position improves.

Outcomes

    • Focused investment goals against which the client is monitoring performance.
    • Goals are now clearly defined within the Statement of Investment Principles.
    • The investment strategy is a more diversified portfolio with better risk-controlled returns.
    • There is dampened volatility in the funding level whilst maintaining returns.
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Scheme assets under review
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Revised strategy aligned with clear success criteria

Investment

FM Oversight

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