When setting the investment strategy for your scheme it is essential that you make informed decisions, both for the scheme's financial health and to satisfy the requirements of the Myners Review. We can help you do this through analysis of the fund's specific circumstances and expert, incisive recommendations.

Informed choices

Investment decisions are never easy. There are so many different types of investment and so many possible combinations, that making the right choices can seem a daunting task. Our six stage investment strategy review process can give you a detailed insight into the investment arrangements, enabling you to make the right choices.

Your investment strategy is more important to the scheme's bottom line than the fund manager. We can advise you on the best strategy for your scheme, including selecting levels of equities and bonds, and how much international investment to include. We can also advise you on which overseas equity markets to invest in, which bonds to select, whether to include property investments and your likely cash flow needs.

Review process

Our approach to reviewing your investment strategy has six defined stages:

• Determining your investment objectives
• Research and data collection
• Examining your investment strategy
• Examining your investment structure
• Fund manager selection
• Implementation

Selecting the best

Our consultants have a wealth of knowledge and experience of investment strategy reviews. We use our own sophisticated modelling tools to provide a detailed, accurate analysis of the scheme's current position, and to give you an insight into the potential effects of various investment strategies. This will help us advise you on the most appropriate strategy, and gives you valuable peace of mind that your investment portfolio meets the Pensions and Finance Act 2004 criteria.

We can provide expertise at each step of the strategy review process, giving incisive recommendations for practical solutions. These will be presented in a clear and coherent manner enabling you to make informed decisions, meeting Myners' criteria and making a difference to the scheme's bottom line.

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 Martin Kraus via email, or by phone at +44 (0) 20 7939 4307.