Search Results: Investment Governance
4 results:
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.
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.
Private markets within DC schemes: Is the market ready?
11 Dec 2025
MusingsDo private market investments in DC create new governance challenges for Trustees and providers? Paul Armitage, DC lead, looks at the advantages and some of the challenges in private markets, where undertaking quality due diligence has never been more important. Whilst the asset class isn’t new, successful deployment in DC still has many unanswered questions. Do private market investments create new governance challenges for Trustees and providers? What should Trustees do when looking at private markets?
LDI: One Year On
6 Oct 2023
MusingsIt feels like time has passed quickly since the gilt market movements a year ago. It has been a bumpy ride for some, a fortunate set of events for others and something in between for the rest. A scheme’s governance standards were key to how well they fared in this period of investment volatility.
