Pete Smith

Principal and Head of Sustainable Investment

Pete has significant experience in providing investment advice to a wide range of both defined benefit and defined contribution pension schemes.

He believes in providing clients with advice which offers clear direction to assist in making a decision. Pete uses his experience to help trustees formulate their investment aims and beliefs. He is experienced in designing and implementing structures which help trustees achieve desired investment returns in a capital efficient and risk controlled manner.

Pete’s extensive experience, clear advice and proactive approach have helped him to become a trusted consultant to a wide range of businesses.


Significant experience

  • investment consulting advice to UK defined benefit and defined contribution pension schemes
  • advice in relation to setting long-term investment strategies, investment manager selection and monitoring, cashflow management, and portfolio rebalancing
  • setting and implementing trigger-based de-risking strategies enabling trustees to meet their long-term funding objectives.
  • advice in connection with liability driven investment and other forms of asset/liability management

Insight

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