Investment management
Pension fund investment is now a very complex area. Trustees taking investment decisions need to understand the issues and must be prepared to keep their knowledge up to date. For lay trustees, investments can be a very daunting topic.
The Pensions Trust employs two full-time investment specialists, and members of the Finance Team also help to look after investment issues. The Trustee's Investment Sub-Committee includes two co-opted investment experts and meets four times a year. An investment consultant gives professional advice.
Our member schemes benefit from a comprehensive investment management service that includes:
- Advice on scheme-specific objectives and benchmarks.
- Asset allocation strategy taking account of the scheme's liability profile.
- Cash-flow management.
- Investment manager selection, fee negotiation and manager agreements.
- Monitoring of managers.
- Performance reporting.
To view or download Investment Literature please click here.