Deloitte Investment Services has the breadth and depth of expertise and experience to assist trustees and their corporate sponsors to successfully manage their pension fund. In particular, we can assist with:
- The implementation of investment policies using the latest relevant market solutions to meet modern requirements;
- Challenging the traditional ideas and introducing new ideas to add value to the existing arrangements; and
- Meeting the ongoing monitoring and governance requirements of modern complex and dynamic investment solutions.
Our focus is on delivering a bespoke and interactive service designed to meet the priorities of trustees and sponsors, through suitable timely management of policy design, implementation and on-going monitoring of scheme assets and within a governance framework that suits the time and resources of the client.
We believe our key differentiators are:
- Being proactive in our views of market developments and market innovation;
- Ensuring independent views on manager solutions by not providing any asset manager services ourselves;
- Targeting our research to meet the needs of our clients rather than incurring the time and cost of full market coverage, where this is not of value to our clients;
- Having our client facing consultants directly involved in setting investment views on capital markets and managers;
- Being nimble in the implementation of identified solutions.
Deloitte Investment Services has the capacity and the appetite to take on and deliver a first class dynamic investment service to our clients.