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Sound and proven advice is invaluable when it comes
to investment strategy and planning.
Coyle Hamilton Willis can help you make informed investment
decisions to actively manage your plan's risk/reward
position
Clients' investment consultancy needs vary widely and
can include:
- Understanding the trade-off between
risk and reward
- Construction of a portfolio to match
the outgo for a subset of a plan’s liabilities
- Minimising the variability of a
pension fund's surplus/deficit.
- Adapting strategies to allow for
major unexpected changes in the liability profile
(e.g. a company making an acquisition and getting
the associated pension fund with it)
- An assessment of investment risks
- Analysis of investment manager performance,
relative to a prescribed benchmark
Coyle Hamilton Willis' investment consultants provide
comprehensive service and advice in all areas of investment
planning, including:
- Performance monitoring
- Benchmarking
- Long-term strategy
- Statement of investment principles
- Investment manager agreements
- Pensions Act compliance
- Risk control
- Governance
- Investment management fees
- Asset/liability studies
- Investment manager mandates
- Custodian agreements
Coyle Hamilton Willis' Pensions Administration Management
Systems can offer the facility for a wide variety of
fund options, to be made available to members by the
company or trustees. This is an issue which should be
discussed in greater depth and a full investment manager
selection process be undertaken, to ensure that the
funds chosen offer the greatest range of flexibility,
competitive charging and choice to the members
For further information on investment planning please
contact me
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