Investment

We can assist trustees and sponsoring employers in making the following decisions about their investment strategy:

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  • We aim to increase expected investment returns for a specified level of risk.

  • We help our clients to strike the right balance between matching and return-seeking assets.

  • We ensure the investment strategy and funding strategy are complementary.

  • We help our clients to identify their investment objectives and set an investment strategy that suits their needs and goals.

In order to increase understanding of the asset allocation decision we use an investment modeller, which can be used in real time at meetings to target an acceptable level of return or risk and construct an appropriate portfolio of assets. The asset allocation is derived from what is known as “the efficient frontier”.

 
 

In getting to know potential clients we often provide a scheme specific demonstration of this modeller. In many cases it has demonstrated that expected investment returns could be increased by 0.5% per annum without the need to take any further risk.

If you would like to arrange a free demonstration please get in touch.

Compliance statement

HPW is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are licensed by the Institute and Faculty of Actuaries. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

We are required to maintain adequate professional indemnity insurance for a firm of our size. In accordance with the disclosure requirements of the Provision of Services Regulations 2009, the firms' professional indemnity insurer is Arch Insurance (UK) Limited, Plantation Place South, 60 Great Tower Street, London EC3R 5AZ. The territorial coverage is worldwide.