Bluefin Group Investment Consultancy

Investment consulting

Our investment practice provides clients with a fully integrated investment service which will meet their long-term objectives.

We have developed 'Smarter solutions for smaller schemes' to incorporate leading analytical techniques, which are available to schemes of all sizes at an affordable cost.

This gives smaller schemes access to a whole new approach to strategy setting, implementation and monitoring - which until now has been out of reach for all but the largest schemes.

What challenges do our clients face?

  • The pension scheme is underfunded and a “fuel efficient investment strategy” is required to target higher returns for lower expected risk from investments.
  • Concern about the risks inherent in the current investment strategy and its implications on the funding position and cost to the scheme and sponsor.
  • Desire to understand the risks inherent within their pension scheme and explore risk management solutions to mitigate the risks that could cause the funding position to deteriorate.
  • Desire to be able to take advantage of market opportunities as they arise and de-risk the scheme in an efficient manner in the future.


OUR APPROACH

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OUR INVESTMENT BELIEFS

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Smarter solutions
for smaller schemes

Andrew Peach,
Investment Consultant,
explains our approach
using an example case study.

Bluefin Group Andrew Peach


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2012 Pension Reforms

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Registered Office: 5 Old Broad Street, London, EC2N 1AD. Registered in England No: 5936990.
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