Our team supports trustees and sponsors to make confident investment decisions through bespoke, proactive, pragmatic advice, supported by real-time actuarial insight.
Explore The Insights Room
Preparing your investment strategy for buyout:
“Buyout-aware” strategies
In this note, we consider the key stages for the investment strategy as a scheme approaches buyout and highlight how we help our clients to manage investment risk in the run-up to selecting an insurer based on market conditions and recent transactions.
Preparing your investment strategy for buyout:
Price Lock portfolios
As funding levels improve, schemes targeting buy-out typically de-risk their investment strategies to be ‘buy-out aware’. In this note, we consider the final stage of managing investment risk to an exclusive insurer quotation.
ESG Advisory Services
Download our brochure to see how Broadstone’s ESG Advisory team can support all asset owners. Our services allow you to better Measure, Monitor and Manage Climate Change Risk, analyse your portfolio to determine Climate Impact and Assess ESG credentials of Insurers and Sponsors.
Proactive, Objective-Led Investment Advice
We design strategies around your scheme’s goals, combining proactive thinking and insight from The Insights Room to keep you ahead of market changes.
Integrated Investment & Actuarial Advice
Our integrated approach is powered by Sirius – Broadstone’s actuarial and investment software – connecting strategy and real-time data to help you make informed, compliant decisions under the new Funding Code.
Truly Independent Advice
Our advice is transparent, objective and always aligned with your scheme’s goals – we don’t have any in-house funds to promote.
Our Investment Consulting Services
Investment
Strategy Advice
Achieve a strategy that fits your scheme’s objectives. Broadstone combines actuarial insight and investment expertise to balance growth, risk, and long-term success.
Investment Manager
Research
Select and monitor managers with confidence. Broadstone delivers independent analysis to test performance, value, and suitability.
Investment Funding
& Risk Monitoring
Stay informed with real-time oversight. Broadstone tracks funding, risk, and performance through clear reporting using our actuarial and investment software, Sirius
Asset
Transitions
Manage change smoothly and securely. Broadstone coordinates transitions end-to-end to minimise cost, risk, and disruption.
ESG & Regulatory
Change Advice
Embed sustainability and compliance into your decision-making. Broadstone helps you meet regulation, manage climate risk, and strengthen governance.
Fiduciary Manager
Selection & Oversight
Maintain independence and transparency. Broadstone reviews fiduciary arrangements to confirm performance, value, and alignment with your goals.
The Insights Room
Broadstone’s hub for forward-thinking investment insight – powered by people, foresight, and data.
Here, our consultants analyse markets and shape strategy to help trustees and sponsors make smarter investment decisions.
