As experienced investors we bring professional and value-added investment governance expertise directly to pension schemes and other asset owners.

We add value to decision-makers because we are able to provide informed, independent and objective investment analysis. We help review and improve the performance of service providers who are not being independently or appropriately assessed. Increased transparency is created which helps identify the investment activities that provide value-for-money, and those that are detracting value. This reduces cost and improves investment outcomes and provides a significant step forward in investment governance.

We are fully independent and have no agenda to sell you manager selection advice or investment products. This means there is no conflicts of interest to influence our training and advice.


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INDEPENDENT TRAINING

INDEPENDENT PERFORMANCE ASSESSMENT AND OVERSIGHT

PERFORMANCE IMPROVEMENT

CASE STUDIES
For more information, please contact us.