Lizzie Hunt CFA

Lizzie works primarily with Defined Benefit (DB) pension schemes and is responsible for advising clients on all aspects of their investment strategy.

She has a wide variety of experience, which has been built from working closely with clients to understand and define their long-term objectives, and then guiding their investment strategy decisions accordingly. Lizzie’s experience ranges from advising on asset allocation, manager selection and journey planning, through to implementation, governance, and ongoing monitoring. Her clients include trustees of DB pension schemes ranging in size from around £5m to over £300m in liabilities. 

Lizzie enjoys the analytical side of her role, as well as communicating often complex information to her clients in an easy-to-understand way. 

Outside of client work, Lizzie leads the study team within our investment consulting practice and is responsible for supporting our students succeed with their professional qualifications and maintaining our study policies.

Significant experience:

• Lead consultant to multiple clients, providing advice on strategic asset allocation, end game strategies and implementation.
• Experienced at working with small clients and providing proportionate advice to meet their investment objectives and needs. 
• Designing and implementing liability hedging strategies. 
• Monitoring of strategies and analysing the causes of any departures from targets.
• As well as her more traditional client responsibilities, Lizzie supports clients with reviewing their fiduciary manager mandates and advises pension schemes in PPF Assessment.