Reviewing your scheme's fund management arrangements is not just
an exercise for those concerned about their investment set up. It could also
prove a very valuable exercise where arrangements appear to work well. You may
be surprised to discover just how much improvement could be made.
Take a fresh look
It may be several years since you first appointed your investment
managers and set their objectives. Although these objectives and the overall
investment structure may have been reviewed from time to time, it pays to take
a fresh look at your arrangements to check that:
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The structure is coherent
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There is adequate diversification between managers
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Every manager is contributing to the overall performance of your assets
A complete assessment
Our fund management review provides a complete assessment of your
fund management arrangements. We analyse the styles of your managers, how they
fit together and the objectives they have been set.
Hewitt has developed techniques that ensure the review is based on in-depth analysis. We
analyse the actual stocks in your portfolio to make sure your managers are
doing what they say they are.
In addition, we have a clear rating system for managers that
enables us to rate them on seven individual key criteria, which can be weighted
to reflect the needs of each client.
You will be assigned one of our senior investment consultants and
a dedicated team. The team will meet with you to discuss your needs, and will
keep you updated with progress. A member of the team will always be available
if you have any queries.
The work we carry out for you will include:
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Assessing the financial strength and liability structure of your scheme. This
helps us develop your objectives for your fund management arrangements. If you
need a more in-depth analysis of your scheme's liabilities, we can carry out an
asset-liability study.
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Preparing a comprehensive report and presenting it to you. We present our
analysis and recommendations in a clear and coherent manner to help you make
informed decisions.
We cover a wide range of multi-asset and specialist managers, as
well as different types of fund management, such as property, bonds, private
equity, hedge funds and quantitative.
Selecting the best
Our highly experienced, dedicated team of specialist consultants
and researchers have an abundance of knowledge that they are practised in
applying. Many of our consultants have practical experience of fund management.
Our research team constantly investigates new ways of analysing the risks in
the fund management of your assets.
We have a wealth of resource material to turn to, enabling us to
provide objective, well-researched views.
We know there are no "standard" solutions; we will take time to
get to know your organisation, and our recommendations will be tailored to your
specific objectives.
Contact Lennox Hartman via email, or by phone at +44 (0) 20 7939 4152.