About Fuse.
Let’s talk!
Who we are.
Fuse is a research-driven strategy firm partnering with pensions, investors and policymakers to improve risk-taking and retirement outcomes. We provide capability-building advisory services to our clients, equipping leaders to design and deliver positive change. We invest in primary research, generating data-rich learnings that challenge industry status quo.
Why we started.
Fuse exists to support changemakers in the pension and investment management industry in making choices and building capability. We believe that firms, large and small, should have access to expertise and advice that helps define and deliver on their goals. We work with our clients – Boards, Institutional Investors, Plan Administrators and leaders beyond pensions – in a trusted advisor model that offers the benefit of our lived experience. We know where we add value – and believe in partnering effectively with other experts to enhance our collective impact. We invest in primary research to test our crazy ideas and to guide the industry’s intellectual agenda to new ideas and insights. We seek to be interesting and interested people, focused on doing good work.
What we believe.
OUR WINNING ASPIRATION
How we work.
OUR VALUES
Our values form the foundation of our culture, shaping every aspect of what we do. They express the tensions and guide the trade-offs we make every day at Fuse.
- Family, health and sanity first! Our primary lens is our lived experience – we love what we do, and we do work that we love. And we believe we are better advisors, if we are well-rested, creative and interesting people who take care of themselves so they can serve others.
- Always ask the question. We strive to be curious and listen to learn. Before we respond, we try to ask the questions that can make our answers better.
- Quality is our non-negotiable. We choose our work wisely, seeking the best fit of our time and expertise to our clients’ need and investment. We seek to deliver disproportionate value and impact.
- Show initiative and accountability. We are entrepreneurs who roll up our sleeves and deliver in a leader-led model. We are responsible for building a business we are proud of.
- Build consistent relationships. We are interested, even when we are not formally engaged, in the organizations and ideas we serve. We are patient and purposeful thought-partners, invested in long-term change.
- Think outside the triangle. We believe in the potential of the pension and investment management industry and provide perspective that challenges industry status quo. We believe in questioning the typical mandate of paying pensions, investing contributions and governing the plan with informed perspectives on how pensions might be different, and better.
- Be trusted advisors. We demonstrate integrity and reflective practice, speaking truth to power and actively working to improve. We want to be the advisors we’d want to have as we tackle important challenges.
- Our success is collective. We work together – and with our clients and partners – with respect and kindness. We celebrate and encourage each other, in big and small ways.
- Know your worth. We are confident in the value of our expertise and impact.
- Be flexible and transparent. We are a dynamic, small team juggling priorities. We ask for help, and take it, communicating effectively to get things done.
Our expertise.
WHO WE SERVE
Boards
Institutional Investors
Pension Administrators
Beyond Pensions
OUR SERVICES
Board Services
Scenarios & Foresight
Scenario Planning allows pension funds and institutional investors to navigate an uncertain future with confidence. By leveraging proven scenario planning and foresight methodologies, we help organizations explore multiple potential futures, identify emerging risks and opportunities, and develop resilient strategies.
Strategy
Business Transformation
Innovation
Systemic Risk Management
Risks are inherent in seeking returns. We understand that effective risk management is essential for the stability and growth of pension funds and institutional investors. We go beyond traditional risk management to incorporate a full spectrum of uncertainty, requiring different approaches to probability. Risk, which can be quantified, is distinct from uncertainty, which cannot.
Communications
Undiagnosed business challenges often become communications challenges. Communication is a powerful tool for realizing strategy and shaping investment outcomes;. at its best, it sharpens our ability to model and explain our strategic choices. Our Communications services are designed to help pension funds and institutional investors articulate their purpose, values, and direction clearly and compellingly.
Pension Administration Strategy
Effective pension administration is critical for ensuring the long-term sustainability and success of pension funds. Our Pension Administration Strategy and Oversight services are designed to optimize administrative processes, enhance governance structures, and develop strategy and plans that align with current goals while addressing future aspirations.
Member Strategy and Insights
Pension Operations
Pension Modernization
Modernization is crucial for pension funds, institutional investors and administrators to remain competitive and responsive to changing regulatory, technological, and member expectations. Our Pension Modernization services are designed to help organizations assess readiness, plan strategically, and implement modernization initiatives effectively.
Investment Strategy & Oversight
Systemic Investment Management
Strategy Diligence
Portfolio Strategy
