Our approach reflects the fact that every Superannuation Fund has different member dynamics, challenges and ambitions.
1
Invest the time to build a thorough understanding.
- Critical challenges and objectives.
- Member demographics and expectations.
- Return / risk objectives.
- ESG impact ambitions and priorities.
- Strategy role within the broader portfolio.
2
Tailor the optimal investment strategy.
- Return profile (capital, income) and tax awareness.
- Risk profile.
- Engagement / stewardship approach.
- Nature of public profile.
- Liquidity characteristics.
- Co-design philosophy.
- Broader support beyond core portfolio management.
3
Implement with a Partnership mindset.
- External mandate structure vs alternative variations.
- Model based on the Fund’s internal capabilities.
- Structured to achieve true long-term alignment.
- Delivery of broader support in relevant areas.