Articulate and embed investment beliefs that guide decision-making and align with long-term objectives.

Our Investment Beliefs Development service assists pension funds and institutional investors in defining and embedding their core investment beliefs, when external factors are driving change. We work with management teams to develop new ways of understanding an increasingly varied set of investment opportunities in an uncertain future to test strategic choices and develop proactive plans. From strategic asset allocation to total portfolio approaches, new beliefs can uncover novel insights giving decision-makers a common understanding of and language for operating in the future. We facilitate workshops to identify the principles and values that should guide investment decision-making. We challenge assumptions and orthodoxies, and allow for reframing of outcomes, which opens doors to new avenues of value creation. By documenting and communicating these beliefs, we ensure that they are consistently applied across the organization, aligning investment activities with long-term objectives. This clarity of purpose enhances decision-making processes, fosters a cohesive investment culture, and supports delivering strategy.

Align senior executives on investment strategy, priorities, and initiatives.

Our Investment Executive Alignment Lab facilitates alignment among senior executives within pension funds and institutional investors. One of the simplest, yet most profound questions we ask is “what are you solving for?” This highlights the invisible tradeoffs that stymie best efforts to total portfolio outcomes. Our approach includes facilitated discussions, identifying relevant scenarios to explore, socializing strategic choices and action planning to ensure that all executives are on the same page and committed to the organization’s investment goals. By fostering alignment and collaboration at the executive level, we enhance coherence and drive better investment outcomes.

Provide holistic portfolio rotation to balance risk and return, align with strategy, and adapt to a changing context.

Our Holistic Portfolio Rotation service helps pension funds and institutional investors develop and implement strategy to rebalance their portfolios effectively. We go beyond traditional assessments of current portfolio allocations, performance metrics, and market conditions to identify opportunities for rotation, by layering in thematic analyses and investment foresight tools. Clients use this to inform capital rotation (sell, syndicate, hold) decisions, and identify future value creation levers for existing assets, and the internal capabilities required to execute on these rotation decisions. Our approach includes scenario analysis, risk assessment, and  alignment to strategy to deliver portfolio adjustments that balance risk and return while supporting long-term objectives. By bridging the gap between asset classes and total portfolio management teams, we ensure tradeoffs are identifies and highlighted, and portfolios are curated specifically to meet a funds long-term liability and return hurdles.