Our investment monitoring product is flexible so that you can choose the frequency that is most suitable for your scheme.
In our view, the most important and useful aspect of monitoring is an estimate of the impact of investment markets on your funding position since your last formal valuation. Our analysis also quantifies and explains the main factors that caused the change.
The report is set out as five questions we would ask if we were trustees:
o What has happened to your assets?
o What is the likely impact on your funding position?
o How have your fund managers performed?
o How were your assets invested at the end of the quarter?
o What do we want to draw your attention to?
In addition to all the features above, we produce one-page analyses of pooled funds, based on using the performance data to answer five fundamental questions that ought to be asked. This is supplemented by our qualitative assessment of the fund and manager to reach a conclusion. You can select for which of your pooled funds (if any) you would like this analysis.
We also offer a quarterly check of interest rate and inflation hedges.
A sample monitoring report is available on request.