Review of existing investment / retirement propositions
• Do a report
• Terms of reference for IMC
• Constituents
• Philosophy
• Methodology
• Benchmarking
• Fund selection
• Manager selection
• Portfolio construction
• ESG subset
• Due diligence
• Fund v market comparison (portfolio efficiency?)
• Quarterly macro views
Find out more
• Terms of reference for IMC
• Constituents
• Philosophy
• Methodology
• Benchmarking
• Fund selection
• Manager selection
• Portfolio construction
• ESG subset
• Due diligence
• Fund v market comparison (portfolio efficiency?)
• Quarterly macro views
Investment Support
Fund manager service
Fund manager service
• Sit on investment committee
• Do fund due diligence
• Do product due diligence
• Do DFM due diligence
• Monitor portfolios
• Prepare IMC meeting agendas / packs / minutes
Find out more
• Do fund due diligence
• Do product due diligence
• Do DFM due diligence
• Monitor portfolios
• Prepare IMC meeting agendas / packs / minutes
IMC expert service
IMC expert service
• Sit on investment committee
• Provide challenge and commentary for investment committee
Find out more
• Provide challenge and commentary for investment committee
(Re-) Constructing a Centralised Investment / Retirement Proposition
(Re-) Constructing a Centralised Investment / Retirement Proposition
Find out moreDue diligence services
Due diligence services
• Cash flow Assumption construction
• Cash flow tool due diligence
• Platform due diligence service
• DFM due diligence service
• VCT /BR scheme due diligence (extra charge)
These services are available discreetly, please enquire
Find out more
• Cash flow tool due diligence
• Platform due diligence service
• DFM due diligence service
• VCT /BR scheme due diligence (extra charge)
These services are available discreetly, please enquire