Adopting a co-ordinated approach to managing pension assets in several countries can lead to reduced exposure to risk and bring about cost savings – but how do you set about doing it?

The global perspective

If you are responsible for overseeing pension asset investments of a multinational company, you will know that cross-country co-ordination can be an enormous challenge, particularly if you want to manage all risks in a consistent way. Having an expert to advise you on international investment issues will take the strain off your shoulders and help you achieve your objectives.

Meeting your needs

We can help you:

• Gain a better understanding of global financial risk related to pension provision
• Manage your assets in a more coherent way
• Gain better control over your Company's financial exposure
• Leverage experience and standards
• Save money by making the most of economies of scale

Our services

We have the capabilities to meet your investment needs, whatever they may be. Our full range of services include:

Audit of all investment matters in any group of countries—we gather information using a web-based database and compile it into reports together with our comments on the local practice as well as our recommendations on any actions required

Preparation of a global investment policy—we help multinationals prepare global investment policies providing guidelines on all major investment aspects in order to ensure proper consistency in investment approach across countries as well as proper monitoring of implementation

Global Asset Liability Modelling—our sophisticated Asset Liability Modelling techniques enable us to carry out such an analysis for a multinational's pension scheme in different countries using consistent assumptions. As our stochastic model is multi-currency, we can also model the aggregate impact of the main schemes located in different countries on Corporate accounts

Selection of asset managers for pension schemes in different countries—given our widespread geographic presence, we are uniquely placed to properly research global managers which can be used as preferred managers in several countries and negotiate global investment management fees

Selection of global custodian—we also select global custodians, which facilitate financial reporting on pension assets across the world in a consistent way

Education—we run seminars tailored to a multinational's needs to train their staff across the world on investment matters and help communicate their global investment policy

Selecting the best

We have a highly experienced, committed, international consulting team who have built up a detailed knowledge and experience of the complex institutional investment issues facing multinational companies.

We draw on the local knowledge and expertise of our investment specialists across the globe, particularly in the main markets, to provide you with investment solutions that meet your needs and expectations.

We are fully independent and do not accept any commissions.

Contact John Belgrove via email, or by phone at +44 (0) 20 7939 4277.