Strategic Asset Allocation

Created through using a combination of: 

• Our stochastic modelling engine to project future economic performance and optimise candidate allocations based on a given set of objectives and constraints; and

• Our investment research expertise to integrate ESG factors and align SAAs with implementable fund options.

Our SAAs enable advised and non advised customers to benefit from our Institutional grade investment and modelling capability, helping to deliver better customer outcomes...

How we can help

Hymans Robertson has a deep heritage in delivering investment and economic modelling services, celebrating our 100th anniversary in 2021. Today our economic scenario service and related investment advice supports over £250bn assets across the Institutional workplace pension and Retail wealth markets.

We provide accumulation and decumulation SAAs to the Retail wealth market, delivered and managed by a specialist team of modelling experts and investment professionals. 

You can access us through: 

• Bespoke SAAs developed around your specific proposition requirements and constraints

• “Off the shelf” SAAs, for example in relation to Investment Pathways

• Investment oversight and governance services

• Marketing literature and proposition support

Benefits 

Working with us to supply your SAAs will provide the following benefits:

• Institutional grade capability – our experience spans both retail and workplace and you will benefit from the investment in people and technology this institutional background demands and allows us

• Sophisticated SAA design methodology – a comprehensive and rigorous design process to deliver optimal SAAs based on any given set of client requirements

• Flexibility of approach – your specific requirements can be easily accommodated by our SAA framework in both the design phase and in terms of the ongoing output and data provided for your governance oversight

• Complementary digital services – we can provide engaging tools for advisors and customers of D2C propositions which help drive assets into your funds

• Marketing and distribution support – thought leadership materials, webinars and other events can be tailored for you and made available for your clients, utilising the research and distribution capabilities from the size and reach of our business