Fiduciary
Fiduciary Solutions
A commitment shared – managing pensions is increasingly complex. The pressure on trustees is intense – short of time, but required to provide a high duty of care, while ensuring schemes are hitting targets and controlling risks.
As far as we’re concerned, your challenges are ours too. We will share the breadth of our specialist investment expertise with you, helping you explore the potential, plan the strategy, and make the right decisions around both delegation and investments.
A breadth of specialist capabilities focused on delivering the outcomes you need
At Colombia Threadneedle Investments, we have an extensive range of global capabilities which means we offer a greater depth and breadth in our fiduciary solutions.
A proven process
We start by gaining an understanding of your current position and needs. We advise trustees on a suitable strategic asset allocation, tactical asset allocation policy and potential longer-term de-risking plan to meet trustee objectives. Our aim is to bring insight and clarity to what is often a complex set of challenges.
Advise
- Level of delegation
- Investment portfolio goals
- Strategic and tactical asset allocation policy including liability hedging
- Longer term ‘end game’ goals and de-risking plan
- Liquidity policy
Implement
- Manager research and selection
- Liability hedge construction
- Strategic and tactical asset allocation
- De-risking plan implementation
Monitor
- Manager oversight
- Daily funding level monitoring
- Liability hedge/collateral monitoring
- Overall portfolio risk management
- Cash flow management
- Simple effective reporting
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About Us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Our Funds
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Investment Options
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.