Asset consulting
services and reporting
Our bespoke solutions and reporting for members
Asset consulting:
-
calculates every member's ability to retire, and expresses it as a
% of his final salary e.g. 34% (individualised letter and excel
sheet);
-
uses data, which includes the member's gender, date of birth,
contribution rate, monthly salary, share of fund and normal
retirement age to calculate the funding ratio; and
-
compares the member's current portfolio with the proposed new
portfolio and the implication of the return profile on his funding
ratio.
The member can now make an informed investment choice and review his
own situation annually.
Our bespoke solutions and reporting for employers
Asset consulting:
-
prepares a comprehensive strategy at fund level on why certain
investment portfolios are to be used;
-
provides a written liability driven investment strategy document
that complies with current legislation;
-
provides the employer / board members with an annual asset and
liability report, that indicates the funding ratio of the whole
membership and the changes thereof; and
-
supplies all investment feedback packs for employers / board
members that include a market update, inflation summary, portfolio
returns, fund manager attribution and portfolio commentary.