Investment Strategy


We seek an investment solution that works for each Section. To help us achieve this we use a Return, Risk and Liquidity framework to help balance a Section’s need for investment returns with the amount of risk that can be taken given the expected covenant strength of the sponsoring employer. We work with each section to construct an appropriate investment strategy using our Pooled Funds. Our highly-skilled investment professionals are focussed on generating the strong long-term returns needed to meet each sections needs.

Return, Risk, Liquidity (RRL) Framework


COVENANT

Employer strength to meet funding

CLIENT INVESTMENT SERVICES

Section specific considerations

PENSIONS POLICY

Triennial valuation and funding

INVESTMENT STRATEGY

Investment modeling