Investment Strategy Options | Consulting for Trustees | JLT

Investment Screen

We provide a range of asset liability and risk based investment strategy modelling options, all of which have been developed in house with an inbuilt flexibility to meet client needs.

Investment strategy modelling is an important tool that enables trustees to manage the level of risk they take when setting asset allocation.

This is not the same as minimising risk - few schemes can afford to "lock into" their current funding position.  However much or little risk you as trustees are prepared to take, we can ensure that the risk budget is spent as efficiently as possible.

Although we will make a single clear recommendation, this is very much a "line in the sand", as we encourage trustees to experiment with our asset / liability model to explore alternative strategies.

The resulting strategy is then a partnership between the trustees, the sponsoring employer, and us as your adviser, in which all understand the risk / reward trade-off.


Jignesh Sheth, Director, Head of Technical|T: +44 (0) 161 253 1154|E: