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Investment Solutions

Investment Consulting

Investment consulting is at the heart of what we do: we seek to understand our clients’ needs and engage in long-term dialogue to help achieve better investment outcomes.

Within the context of that dialogue, we make recommendations in a manner that is firm and direct. But we are also happy to take whatever time is needed to make sure our clients understand the thinking behind our advice.

We operate on fixed fee retainers, project-based fees or fees determined on the size of a client’s portfolio. We act as fiduciaries and do not charge commissions or other fees to our clients.

Fiduciary Management

We operate on fixed fee retainers, project-based fees or fees determined on the size of a client’s portfolio. We act as fiduciaries and do not charge commissions or other fees to our clients.

In 2003, we became one of the first investment consultants to offer fiduciary management, where we take direct responsibility for investment decisions and implementation within a framework of managing assets explicitly versus liabilities or other key risk metrics. Today, we are a leading provider of fiduciary management services with nearly 90 fiduciary management clients in the US and UK.

Fiduciary management has increased significantly in popularity as clients, particularly defined benefit pension plans, seek to implement relatively complex asset allocation and risk management strategies that benefit from close monitoring of markets and timely implementation of decisions. Our clients appreciate being able to outsource tactical decisions, such as how much exposure to foreign equities to have at a particular time, while keeping control of the most important strategic decisions, such as how much risk to take overall.

Pension Plans

Serving corporate defined benefit pension plans is an essential part of our character. DB plans were our first clients, and they continue to comprise the majority of our client base. We know every DB plan and plan sponsor is different. Our primary aim is to generate significant performance improvements for our clients.

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Defined Contribution Plans

As defined contribution plans have grown in size and importance, so has the need for plan sponsors to monitor and manage them. Some of this need is due to heightened regulatory scrutiny and pressure, but also the understanding that DC plans will form the majority of retirement savings for most people who use them.

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Cash Balance Plans

As retirement plan options continue to grow and evolve, new and innovative solutions are required. With the rise in popularity of Cash Balance Pension Plans, P-Solve has developed customizable investment solutions to meet your needs. Cash balance plans are designed to provide substantial benefits to the businesses and professional services firms that use them, and having the right investment strategy is the key to success.

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Insurance Investment Consulting

Insurance companies have focused on risk management and the management of assets versus liabilities for as long as they have been in existence. This risk-focused mindset fits very well with P-Solve’s, making us a natural advisor to insurance companies. We advise on over $20bn in insurance company assets, working with insurers to develop robust investment risk management strategies and governance procedures.

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