David Barnett FIA

David’s experience is in leading investment advice and providing strong outcomes as a trusted adviser to pension schemes of all sizes. 

He believes in setting clear and robust strategic investment objectives to both manage risk, but also to create opportunities for long-term, sustainable investment outcomes. He achieves this by building individual relationships with key stakeholders, ensuring understanding of the issues and to communicate clear and constructive solutions.

Significant experience:

• Defining missions and objectives: agreeing appropriate targets for clients which meet all stakeholder requirements
• Investment strategy: setting strategies consistent with wider objectives of the pension fund but also on the specifics, including setting up and delivering journey plans, risk budgeting and trigger based dynamic risk management frameworks reflecting beliefs and objectives
• Communicating investment advice: delivering investment advice to clients, either written, in-person or virtually that helps clients meet their needs
• Portfolio construction: building on an agreed investment strategy and turning this into an appropriate asset allocation and managing this asset allocation overtime to be consistent with the long-term objectives
• Funding experience: inputting into pension scheme funding discussions and assumption setting for actuarial valuations and advising on investment aspects of settlement transactions (including buy-ins and buy-outs), including appropriate sizing and integration with other liability matching assets
• Management responsibilities: overseeing career development of junior colleagues including formal performance reviews, salary/bonus recommendations as well as mentoring colleagues.