Hughes Price Walker's Investment Profiling service ensures both pension fund trustees and employers can implement their chosen investment strategy with more confidence.

A change in investment strategy designed to achieve one objective, such as reducing the volatility of the company balance sheet, can have less desireable consequences, such as an increase in the level of contributions required.

With clear information about all possible outcomes and consequences, HPW clients enjoy improved decision making in this key area.

We provide:-

Portfolio profiling

What-if predictions and an analysis of any proposed changes to a pension fund's investment portfolio. We'll provide a detailed exposition of the implications of all investment decisions for both the fund and the company accounts, if relevant. As part and parcel of our consultancy service, it's peace of mind that all HPW Pensions Consultancy clients enjoy as standard.

Management profiling

The choice of investment manager can directly influence fund performance. Changes within the investment company's organisation, such as the departure of key personnel, can also impact on investment outcomes. HPW Management Profiling is designed to help you monitor and assess your external partners more effectively.

To find out more about HPW Investment Profiling contact David Price.

This company 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 of Actuaries. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.