Case Studies
Getting from A to B: Investment Governance
13 Dec 2021
Case studiesRecently we supported two clients to change their investment advisory arrangements. Both shared a similar goal in wanting to discharge their fiduciary responsibilities as effectively as they could, but both had different ideas about how to achieve this.
Trustee executive selection and board effectiveness review
13 Dec 2021
Case studiesThis was a wide-ranging executive support and Trustee governance project for a complex multi-employer scheme, where the Trustee and the board had experienced challenging situations in recent years. It was time to move forward. The client formed a Working Group to liaise with us.
Updating investment governance approaches
4 Nov 2020
Case studiesThe feedback we received showed that we were appointed partly because the client thought we had fully listened to their issues and to what they were seeking to achieve and demonstrated that in our suggested scope and approach.
Helping Trustees and Companies to better govern their pension schemes
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