We can assist trustees and sponsoring employers in making the following decisions about their investment strategy:
Maximising expected investment returns for a specified level of risk.
Helping Trustees to strike the right balance between matching and return-seeking assets.
Ensuring the investment strategy and funding strategy are complementary.
HPW has an excellent track record of improving investment performance and recommending outperforming investment managers.
In order to increase understanding of the asset allocation decision we use an investment modeller, which can be used in real time at meetings to target an acceptable level of return or risk and construct an appropriate portfolio of assets. The optimum asset allocation is derived from what is known as “the efficient frontier”.
In getting to know potential clients we often provide a scheme specific demonstration of this modeller. In many cases it has demonstrated that expected investment returns could be increased by 0.5% per annum without the need to take any further risk.
If you would like to arrange a free demonstration please get in touch.
HPW is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are licensed by the Institute and Faculty of Actuaries. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.
We are required to maintain adequate professional indemnity insurance for a firm of our size. In accordance with the disclosure requirements of the Provision of Services Regulations 2009, the firms' professional indemnity insurer is the Beazley Group, Plantation Place South, 60 Great Tower Street, London EC3R 5AD. The territorial coverage is worldwide excluding legal proceedings brought from the United States of America or Canada. It also excludes legal proceedings brought from any other country that enforces a judgment or order made inside the United States of America or Canada.