We deliver bespoke investment services built around your objectives, your governance model and the needs of your clients or members. Working with pension scheme trustees and their advisers, wealth managers and other institutional investors, our tailored platform services support end-to-end delivery - from portfolio construction through to performance and governance reporting - making change as your investment strategy evolves.
Our platform supports a highly flexible, multi-layered approach. Through our blending and white labelling capabilities, you can combine best-in-class underlying funds from your chosen fund managers into bespoke solutions - and build further layers using multiple blended funds where needed. This structure allows changes to be made at different levels of the portfolio with minimal operational impact, giving you greater control to evolve your investment strategy while maintaining consistency for members and administrators.
Asset transitions
As your investment strategy evolves, we take care of the transitions required to implement it. Our dedicated team of experts can manage change on your behalf - from planning through to execution - handling complexity at every stage, whatever the scale.
With extensive experience of sizeable and complex transitions, we manage the critical success factors for each project while minimising disruption for members and administrators. Whether you’re refining an existing approach or implementing a more significant shift, we deliver the transition efficiently and in line with your objectives as your requirements continue to change.
Backed by the financial strength of Standard Life, we can also offer pre‑funding for asset transitions to mitigate out‑of‑market exposure and minimise risk.
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Reporting
We provide transparent and flexible reporting to support effective oversight of your investments. Our reporting is tailored to your governance framework, giving you the insight needed to monitor performance outcomes, portfolio behaviour and trading activity with confidence.
Reporting is configurable in both content and frequency, and delivered through our secure online portal – giving you on-demand access to the information that matters most to you. Alongside core performance reporting, we also provide a range of additional insights - including ESG and sustainability reporting, volatility analysis and illiquid asset reporting – to help you gain a deeper understanding of outcomes and meet evolving governance and regulatory requirements.
Rebalancing
Investments and investment performance can change over time.
That’s why we put a rebalancing strategy in place for each fund in your blended fund allocation. Based on a combination of regular tolerance checks on the underlying funds and cashflows in and out, their aim is to rebalance the blended fund back to its target allocation.
These strategies can help reduce transaction costs for members, and make sure your blended fund stays on track.
