Simple and clear advice to drive better investment outcomes
Investment Advice for Pension Schemes
Broadstone works with trustees and sponsors to help them with all aspects of their pension scheme’s investment strategy. We use our independent position in the market to create bespoke investment strategies that clearly link back to our clients’ objectives.
Our aim is to deliver high-quality and proactive advice in a clear and pragmatic way, delivering value to your investment arrangements.
Our comprehensive service seamlessly integrates with our scheme actuarial services. As part of this, we developed Sirius, our actuarial and investment software for defined benefit schemes. Sirius enables us to provide integrated actuarial and investment advice to set and monitor your strategy, with real-time information on the funding level of your scheme and progress towards your long-term objectives. Find out more about Sirius.
Meet Sirius, our Actuarial and Investment Software
Sirius helps us to provide integrated actuarial and investment advice to trustees and sponsors of defined benefit schemes. We base this advice on the real-time information from Sirius on the funding level of your scheme and your scheme’s end-game objectives.
Our full investment services
We provide services covering all areas of investment consulting advice for pension schemes
Investment strategy advice
Our investment and actuarial expertise delivers a tailored investment strategy, with pragmatic advice based on the scheme’s investment objectives and each client’s preferences.
Investment manager research
We provide clear and independent investment data and analysis, helping clients select the most appropriate asset managers. We offer ongoing monitoring of investment managers so you can make informed decisions.
Investment funding and risk monitoring
Our strategic and investment reporting services enable trustees and sponsors to review funding progress against their objectives, and monitor the performance of the investment managers. Our online proprietary funding monitoring tool, Broadstone Engage Client, can also be used by defined benefit clients to implement dynamic de-risking plans.
Asset transitions
Where a change in investment arrangements is required, we help clients minimise the costs and risks that may arise when transitioning assets. For clients with segregated mandates we also manage the transfer of securities and derivative positions in-specie.
ESG and regulatory changes
We are well placed to help you develop sustainability beliefs and implement policies for important environmental, social and governance (ESG) issues. Our experts also keep clients abreast of any changes in regulation and help trustees and sponsors ensure scheme requirements are met.
Fiduciary management and oversight
We provide advisory services for schemes who use a fiduciary manager or are considering appointing one. Our independent advice helps ensure the fiduciary management solution is appropriate for the scheme and provides value for money.
Download our brochures
Investment consulting services
Download our brochure to find out how we work with Trustees and sponsors to help them with all aspects of their investment strategy
Fiduciary management oversight
Delegating investment powers to a fiduciary manager can be an effective governance solution allowing more trustee time to focus on the important strategic considerations. Download our brochure to find out more.
Learn more about our investment consulting services
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