LGPS investment consulting

Our approach is designed to meet your specific needs and deliver better outcomes from your investment strategy.

We will help you identify your long-term investment target and how you can work toward this over time, while keeping your contributions both stable and affordable.

How we can help

The LGPS is evolving and facing a period of unprecedented change across funding, investment and governance matters. Making sure you have a clear, integrated funding and investment strategy is key.

With the right balance of ‘Growth’, ‘Income’ and ‘Protection’ assets, our GrIP approach ensures you can deliver your members’ benefits with confidence.

Contact David to find out more about how we can help you, or read on to explore our full range of investment consulting services.

Strategic asset allocation and implementation
Asset pooling advice and oversight
Manager selection and monitoring
Financial modelling & portfolio construction
Transition implementation & management
Performance and risk monitoring
Development of investment objectives & beliefs
Responsible investment & ESG

Innovative digital solutions

Our advice is underpinned by innovative technology and digital expertise. Adapting to an ever more digital world, we have over 200 digital experts ranging from data scientists, modellers, technical architects, developers to UX designers, all dedicated to creating transformative digital solutions.

Our digital first approach makes sure we’re harnessing the latest technologies and agile delivery to meet your needs. Powered by the latest cloud technology, our tools and solutions are best in class, and continually updated to keep up with the latest digital developments.

Examples of our digital governance solutions include:

Our ground-breaking and unique tool, Hymans Robertson Employer Asset Tracker (HEAT), was developed in partnership with two LGPS funds to give you the ability to track employer assets on a monthly basis making your valuations more accurate and transparent. HEAT also allows you to efficiently and flexibly operate different investment strategies, meeting the specific needs of all employers in a LGPS fund.

If you would like to learn more about our innovative digital solutions, please don’t hesitate to get in touch.

Managing risk in the LGPS

Managing risk in the LGPS hub page

If you’re involved in managing a pension scheme with over 7 million members, risk is never far from your mind. Over the course of 2023, we ran a series of LGPS risk management webinars, where we discussed how and why funds should look at risk holistically and spotlight how specific risk can be managed.

Learn more

InflationWatch

Download our most recent InflationWatch for an update on the latest position on inflation, consensus forecasts on future inflation rates and our view on whether the risks to the consensus view are tilted to the upside or downside.

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Investment Perspectives

Download this quarter's edition of Investment Perspectives where we explore creating an insurer-ready portfolio, carbon offsets, multi-asset absolute return funds and more.

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Featured Insights

Following the conclusion of the 2022 valuations, we spent early April carrying out analysis to understand the national picture and it’s good news for the LGPS in England and Wales. You can see the results of our analysis in "The Big Picture" report.

Check out our latest webinars and podcasts below.