Investment Consulting

Broadstone’s investment consulting team provides high quality investment advice to pension schemes.

Professional investment advice can create significant value to trustees in achieving their investment return objectives without placing undue risk on the security of members' retirement benefits. To help trustees we offer a comprehensive ongoing consulting service designed to create value. We operate a transparent charging structure and put our clients' best interests at the heart of our business.

Broadstone follows a carefully designed six stage investment strategy review process to help achieve trustees' funding and investment objectives.
 

Where we can support you:

We will carry out an assessment of your pension scheme's current long term potential returns including statistical modelling of thousands of simulations of the potential outcomes of your current investment strategy. We will also analyse possible alternative asset allocations that aim to reduce risk whilst targeting your scheme's specific investment return requirements. The sources of risk within each investment strategy are modelled using Value at Risk calculations, enabling you to take action to remove, reduce or mitigate each source of risk.

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The asset and liability modelling carried out in Stage 1 will allow you to consider alternative investment strategies taking into account issues such as the strength of the employer covenant and longer term funding targets. We help you consider the impact of alternative funding and investment plans that target full funding based on expected returns, contributions and potential changes in the types of assets in which your scheme invests. We also design triggers to change asset allocation so that investment risk is reduced as funding levels or market conditions improve.

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We will guide you in deciding on the most appropriate manager structure based on your risk appetite, the agreed asset allocation, objectives and governance budget. This may include recommendations on active or passive management, performance objectives and risk tolerances. An investment platform may also be considered where there is a need for dynamic de-risking or to access funds only available to larger schemes.

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We help you select professional investment managers through a structured and rigorous research process that is conducted in-house and supported by leading analytics software. Our research process ensures the necessary due diligence is carried out to select best of breed investment managers.

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Should the revised strategy review result in the need to rebalance assets or change investment managers, we will assist you in the resulting transition of assets which includes planning, transition, reconciliation and reporting. Our principle aim is to ensure that any transition is carried out at the least cost to the scheme and to ensure that the risk of being out of the market during the process is minimised.

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On a regular basis we provide you with global reporting so that you can quickly and easily assess your scheme's overall position, including progress against the funding plan and any triggers agreed to reduce investment risk. We also report on each fund manager, detailing performance and any changes in the organisation and personnel that may be relevant to you.

Our team is at the heart of our business. Our investment consultants and analysts are fully integrated within Broadstone’s scheme actuarial services and deliver to consistently high standards. We are committed to delivering an excellent experience to you.

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