Strategic Asset Allocation Aligning Investments With Liabilities
Economics Advisory for A-L Simulation and Investment Planning.
Pension plans & foundations are liability managers, not simply asset management agents. Asset allocation proceeds in the face of uncertain investment outcomes, themselves rooted in the economy and the decisions policy makers take.
SSC provides key economic and investment input assumptions created from scenario generation and analysis.
Most economists attempt to identify market peaks and troughs, because timing is everything. Our economic analysis helps ease investment decision making under uncertainty free of recent market noise.
SSC follows a systematic approach to scenario generation, identifying potential economic environments and macro policy settings that maximize the probability you will meet your objectives for the smallest downside risk.
Based on established relationship between economic and investment outcomes, we generate expected return profiles for you to feed into your A-L modelling process that shapes your investment plan with confidence.
Scenario analysis based on a solid theoretical and empirical foundation provides a coherent and rigorous base to help the investment committee review the strategic asset allocation recommendation.
As part of this service SSC offers the following:
- Generation of detailed economic scenarios with underlying logic and historical equivalents.
- Generation of detailed economic and financial inputs for A-L simulations.
- Generation of asset return paths over your planning horizon.
- Generation of expected return forecasts by asset class over a ten-year horizon.
- Provision of easy-to-understand narratives for your board package.
SSC will
- Create content for your board presentation including presentations and dedicated reports.
- Present the analysis and its recommendations to your board.
- Work with your board as advisor on economic analysis and expected return formulation to better understand the output of A-L simulations and investment planning.
We also deliver bespoke solutions to unique problems and all of our services embrace the following:
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Our website gives you a flavour of what we do and how we might help. We follow a collaborative approach, and if you would like to have a short discussion with us you will find we prize both brevity and clarity. Most advisors talk to bestow the gift of wisdom: we listen because the greatest value lies in understanding your unique circumstances and your perspective. We work with you to develop an approach that works for you, not us.
Give us a call. We might be the one thing that's missing.
STRATEGIC
Presentations
Strategy is what you do, rather than how you do it. Our strategy presentations focus on information inputs that facilitate strategy review, and confront your strategy with a changing world. When you say what you do, and then do what you say, your strategy should be fit for purpose!
Download our Post-Pandemic Outlook & Investment Strategy Presentation.