Life  Pensions  Investments  Captives

• Investment strategies
• Manager research and selection
• Asset Liability Management

• Advice on investment strategies and the nature of  investments.
• Active versus passive investment management.
• Pooled versus segregated investment.
• Risk controls.
• The use of derivatives.
• Alternative investments, including hedge funds.
• Securities lending.
• Objectives, benchmarks and performance  measurement.

• Assistance with the choice of investment manager, where investment management is outsourced.
• Decisions on whether to manage in-house or outsource.
• Factors to consider when selecting an external fund manager, including management style, investment process, quality of investment staff, quality of back office and range of services provided.
• Invitations to tender and shortlists
• Manager selection interviews (“beauty parades”) and fee negotiations
• Multi-manager platforms.
• Assistance with transfers of assets to a new manager.
• Transition manager selection.
• Choice of custodian.
• Ongoing monitoring.
• Corporate governance.

• Building asset-liability models and providing recommendations on the long-run strategic asset allocation using these models.
• Efficient portfolios and the efficient frontier.
• Asset liability matching/immunisation strategies.