We work with all types of funded pension scheme to achieve their financial, actuarial and institutional goals safely and effectively.
Governments, international organisations, Pension fund trustees and investment committees have, for many decades, entrusted Crown Agents with mandates that help them to deliver pension benefits to scheme members.
Our investment services to pension funds focus on regional and international diversification strategies to improve the long-term real return. We do not provide "off-the-shelf" products; instead we work very closely with our clients to develop customised mandates and workable solutions that meet their specific institutional needs, investment preferences, risk constraints and financial targets.
Our investment mandates include a combination of the following elements, as appropriate, and the majority incorporates a client-specific training and mentoring programme:
- DB-scheme Asset-liability matching
- Strategic asset allocation
- Benchmark and guidelines construction
- Real absolute return targeting
- Technical advice on domestic v international investment policy guidelines
- International portfolio diversification strategies
- Risk management and capital protection strategies
- Selection of alternative assets and specialist funds
- Investment fund construction and optimised life-cycle investment strategies in DC schemes
- Training and mentoring of trustees and investment personnel
- Pension fund administration, payments and life certification*
*Provided by Crown Agents Bank
Investment mandates typically target longer-term investment opportunities in both developed and developing markets and may include small holdings in specialist funds focusing on specific asset classes, sectors or regions. The objective is to achieve a realistic real return target within strict operating guidelines and pre-agreed risk parameters.