Practice highlights
Strategic asset allocation
Performance attribution
Investment-manager due diligence
Alternative-investment research
All services
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Investment Advisory
The investment advisory practice helps institutions make structured allocation and oversight decisions grounded in actuarial modelling, market context, and governance discipline.
Who we work with
Clients & Sectors
This practice is built around the needs of the following institutional clients:
- Retirement schemes
- Trustees
- Boards
- Insurance firms
- Institutional investors
Full service scope
What we do
- Strategic asset allocation aligned to liabilities, risk appetite, and long-term objectives.
- Investment manager selection, due diligence, and governance review.
- Performance monitoring, attribution analysis, and independent investment reviews.
- Alternative investment research covering private equity, real estate, infrastructure, and green finance.
- Cashflow and liquidity management to support benefit payments and operational obligations.
- Periodic market insight reports to support informed board and trustee decision-making.
3key outcomes
What to expect
Typical Outcomes
- Sharper portfolio alignment with long-term liabilities and risk tolerance.
- Clearer oversight of managers, benchmarks, and performance drivers.
- Better liquidity planning without compromising strategic returns.
Engage this practice
Ready to discuss Investment Advisory?
Tell us about your mandate and we will come back with the right people and approach for your engagement.