Outsourced investment services
Providing independent evaluation and oversight of OCIO and fiduciary management services
The Outsourced Chief Investment Officer (OCIO) and fiduciary management market has grown considerably over recent years and has brought with it new challenges for investors to address.
Regardless of your investment governance model, we believe there is significant value in investors receiving independent expert advice. This may come in the form of strategic advice or ongoing challenge and oversight, or a combination of the two.
"The service we deliver draws from our expertise as one of the UK’s leading independent investment consultancies. Investment performance analytics is a key part of what we do, but it is our long track record in advising on strategy and trustee decision making which enables us to critically evaluate a client’s existing or potential fiduciary management arrangements. Trustees and sponsors can ensure that their pension scheme’s investments are being implemented in the most effective and cost-effective way."
Our services have been designed to bring the independent and impartial oversight required to give trustees confidence in their OCIO fiduciary management arrangements.
Our service to each client is bespoke to their specific requirements. We believe this is essential since the expertise and needs of different investors vary considerably.