Investment Portfolio Services
The research activity of our investment committee underpins our approach to all recommended asset allocation strategies and specific investments.
Based around a comprehensive risk profile assessment process, we seek to offer appropriate investment opportunities to our clients and take a proactive approach in our fund selection and recommendation, working with individuals to ensure model portfolio structuring for those accumulating retirement funds, individuals at post retirement and those with investment portfolios.
We take an asset allocation approach, with an individual’s appetite for risk being paramount in all strategies we implement.
We can specifically assist with:
- Risk profile assessment
- Model portfolio recommendation
- Portfolio rebalancing
- Portfolio monitoring and valuation
- Fund review and analysis
- Cash flow analysis
We also offer a comprehensive selection and recommendation service to Occupational Pension Scheme Trustees seeking to establish a bulk Personal Retirement Bond (PRB) or PRSA for deferred members or member advice concerning the merits of an Employer sponsored Enhanced Transfer Value (ETV) offering.
Please do not hesitate to contact a member of our Pensions and Reward Services team with any queries you might have.