Pension fund managers may make you fantastic promises, but how likely are they to keep them? Using a specialist monitoring team with many years experience of investigating these promises can help keep your managers and your fund on track.

Shouldering responsibility

In the arena of investment, trustees now have a considerable amount of responsibility. The Pensions Act 1995 clearly states that trustees must monitor fund managers, and sets out what they should look for. Myners' focus on investment and making informed decisions adds another dimension to trustees' responsibility. However, not all trustees are investment experts, and even those with some knowledge can be baffled by the language and data presented by some fund managers.

Not only will we make sure you meet the statutory requirements, we will do so much more. We can help you understand your managers, and how each of them is contributing to your bottom line, so you can ensure they remain focused on your objectives. This understanding means you will also know when it's time for a change.

Knowing your managers

Our specialist monitoring service comprehensively covers all aspects of manager research and monitoring.

Our research team carries out a comprehensive programme of fund manager visits, detailed analysis of live portfolios and in-depth risk analysis.

You will be assigned one of our senior investment consultants and a dedicated team who will meet with you to discuss your needs and keep you updated on progress. A member of the team will always be available if you have any queries.

The team will attend trustee meetings to help keep your managers focused, and to help you assess what your manager tells you.

The service includes:

• Determining the appropriate factors by which to measure your fund managers
• Setting the agenda for your fund manager meetings
• Assessing your fund manager's performance against the agreed objectives on a regular basis
• An annual in-depth review of your managers' performance (including how your portfolio compares with the fund management organisation as a whole)
• Quarterly risk analysis of your managers' portfolios
• Expert written commentary on your portfolios
• Analysis of topical issues that affect or may affect your pension fund
• Timely reviews of new products

We can carry out these services for a wide range of multi-asset and specialist managers, as well as for different types of fund management, such as multi-national, property, bonds, private equity, hedge funds and quantitative management.

Selecting the best

Our highly experienced, dedicated team have an abundance of knowledge that they are practised in applying. Their in-depth analysis of fund managers enables them to make informed comment on what managers actually do, rather than what they say they do.

We have a wealth of resource material to turn to. Our library contains a long history of analysis of live portfolios, allowing us to provide objective, well-researched views.

We believe our risk analysis, both that which is publicly available and the techniques we have developed in-house, put us ahead of the competition, and we have many success stories to prove it.

Contact Lennox Hartman via email, or by phone at +44 (0) 20 7939 4152.