A sharper focus on the endgame
As DB pension schemes mature and funding levels improve, there is a sharper focus on investing for the endgame, be that an insurance company buyout, self-sufficiency, or transfer to some form of consolidation vehicle.
Meeting the evolving requirements of your investment strategy
As schemes mature and funding levels improve, many trustees are changing the focus of their investment strategy. During the accumulation phase, a typical scheme would focus on growth assets to close funding deficits alongside a liability driven investment (LDI) solution to hedge interest rate and inflation risk. As schemes mature and navigate towards their ultimate endgame, the focus is increasingly shifting to income and cashflow matching.
A different skillset is required for the endgame
A very specific skillset is required to build and implement appropriate investment portfolios to help pension schemes navigate towards their endgame. We offer expertise across fixed income, alternative sources of contractual income and liability driven investment. Our insurance heritage, extensive investment capabilities, and ESG approach makes us uniquely placed to work in partnership with pension schemes to help them achieve their goals.