Investment Consultancy
Solutions that start with you. That’s Quantum.
In this time of market uncertainty, setting clear objectives and devising an investment strategy targeted at delivering them, whilst also remaining flexible to respond to developments, is key to achieving investment success and can turn investment risk into an advantage.
Partners in Confidence: Investment solutions that are tailored, not templated
At Quantum Advisory, we recognise that you want the best possible outcomes for your scheme and your members, peace of mind that you are making the right decisions, and to feel confident in your investment strategy.
We provide a big name service on a first name basis. We are perfectly sized to give you the comprehensive expertise you need, delivered with the personal touch you value. We regard every client as unique, with our experts drawing on a wide range of experience to design and implement bespoke investment solutions that have the greatest likelihood of achieving their aims.
We take the time to listen and to understand you and your specific needs. Knowing your investment beliefs and objectives means we can create an investment solution that is tailored for you. Each of our clients has their own investment portfolio, designed to manage their own individual risks and aimed at generating the returns and/or income they require.
Our consultants and specialists are drawn from a variety of backgrounds across asset management and consulting, including investment strategy, fund selection and portfolio construction. We believe that by bringing together proven individuals, with distinct and diverse areas of knowledge, we can provide innovative and optimal solutions to our clients. But we also pride ourselves on being personable and supportive. So, you’ll always find our investment consultants to be friendly and easy to work with.
Our experience of advising on investments spans across institutional clients of all sizes, from modest private sector pension schemes to large public sector pension arrangements, through to endowments and charities. Whatever the investment challenges you are grappling with, our specialists have the knowledge and experience to shape a solution to guide you through your journey.
We provide advice and guidance on:
- Asset allocation
- Fund selection
- Monitoring funding levels and implementing de-risking triggers
- Asset transitions – minimizing market costs and out of market exposure when monies are moved between investment strategies
- Performance monitoring and reporting
- Defining investment beliefs and ESG implementation
- Governance matters, including the use of subcommittees and effective decision frameworks
- Third-party fiduciary manager procurement, ongoing monitoring and governance of fiduciary mandates and managers.
We provide advice and guidance on:
- Governance arrangements and structures, including the use of collective investment pools
- Advising on investment de-risking, including insurance solutions and risk transfer options such as buyout or transfer to a scheme consolidator
- Representing the Employer in discussions on assumption setting for actuarial valuations and ‘end game’ planning
- Reviewing strategic asset allocations and fund manager selection
- Aligning scheme investment policies with the Employer’s views on ESG and climate related issues
- Third-party fiduciary manager procurement, ongoing monitoring and governance of fiduciary mandates and managers.
We provide advice and guidance on:
- Setting the investment plan and ensuring the strategy is aligned with regulatory requirements (such as the Charity Commission guidelines)
- Asset allocation, including the design of income driven investment strategies
- Fund and strategy selection
- Reviewing investment beliefs, including ESG and sustainability policies, and how best to incorporate these into implementable investment arrangements
- Selection and review of outsourced investment arrangements, including delegated fund managers.
We provide advice and guidance on:
- Collective investment arrangements, including scheme consolidation and asset pooling
- Strategic asset allocation and the selection of new asset classes
- Fund selection
- Performance monitoring
- Defining investment beliefs, ESG implementation, the use of subcommittees and decision frameworks.
Click here to find out more.
John Plenderleith, Investment Consultant at Quantum Advisory, looks Equity Market Concentration and whether this poses a potential threat to portfolio performance.
Stefano Carnevale CFA, Senior Investment Consultant at Quantum Advisory, discusses recent developments in the fiduciary management market and highlights trends identified by our research. Click here to view Quantum Advisory's Fiduciary Management Dashboard.
Jayna Bhullar, Senior Investment Consultant at Quantum Advisory talks about multi-asset and diversified growth funds, their history, their role, and the criticism they have faced and whether these are justified.
Edvardes Malevanis, Senior Investment Analyst at Quantum Advisory talks about the growth of Natural Capital Investment in institutional portfolios such as pension funds and endowments.
Joe Condy, Investment Consultant at Quantum Advisory talks about Environment, Social and Governance (ESG) investing and its potential benefits and drawbacks.
Joe Condy, Investment Consultant at Quantum Advisory looks at how investors can integrate Environment, Social and Governance (ESG) considerations into their investment strategy.
Dan Redwood, Head of Investment Strategy at Quantum Advisory, asks the question: "Why are more charities chosing to focus on their investment strategy more than ever before?" The Answer – Regulation via the Charities Commission (CC14).
George Scurr, Senior Investment Analyst at Quantum Advisory, will be explaining curve risk within the context of liability matching strategies and its impact on a pension scheme's portfolio.
Case studies
Partners in Confidence: Creating bespoke investment strategies across 5 different pension schemes
Investment consutlancy
Partners in Confidence: Assisting with integrating responsible principles into an equity portfolio
Investment Consultancy - ESG
Partners in Confidence: Helping define a policy away from fossil fuel investments
Net-zero driven Investment portfolios
Talk to our team
Get in touch with our friendly team today to talk about how we can help your business.