Investment Consulting2022-05-03T14:00:32+01:00

INVESTMENT CONSULTING

Investment consulting services aimed at driving better member outcomes

Implementing an effective investment strategy is a crucial element in achieving the desired retirement outcomes of scheme members. This strategy is grounded in a deep understanding of your pension scheme objectives and expert analysis of the investment environment. From this, a bespoke investment strategy is developed that meets the requirements of the scheme trustees and members. The strategy is then continually monitored and refined to ensure it remains optimal for achieving the desired outcomes.

At Acuvest, our Investment Committee and team of expert investment specialists work closely with, and on behalf of, many of Ireland’s leading pension schemes.

Get in touch

Member Analysis

We analyse the profile and needs of the scheme members

Asset Allocation

We identify your objectives, risk appetite & constraints, and develop a suitable asset allocation

Your Principles

We discuss and capture your sustainability and other investment principles

Portfolio Design

We select the most suitable provider(s) and funds to achieve your investment objectives

Set up Portfolio

We implement the investment portfolio as designed & agreed

Regular Reviews

We proactively monitor and review the portfolio on an ongoing basis

“As an independent advisory firm, client satisfaction is our only calling card. As an investment business, our primary focus is on developing investment strategies capable of meeting our clients’ objectives. The strength of our institutional client base allows us unfettered access to best in class global investment managers and products for implementing client’s investment portfolios.”

Damian Cooper – Head of Investments

Member Analysis

Understanding the profile of scheme members in order to inform investment and member
communication needs.

Effective Asset Allocation

Proactive, forward looking investment views to assist trustees to constructively challenge underlying asset allocation.

Fund Selection

Selection, due diligence, review and monitoring of investment platform, fund managers and funds.

Sustainable Investing Strategies

Helping schemes evolve effectively to meet their Environment, Social and Governance (ESG) investing obligations.

Investment, Funding And Risk Monitoring

Monitoring performance and risks so that trustees can assess progress against objectives and consider course corrections when merited.

Research, Innovation And Thought Leadership

Helping schemes evolve effectively and using innovation to drive better member outcomes.

Acuvest Insights

Go to Top