Our delegated solutions, often called OCIO or fiduciary management (FM), mean we take on the day-to-day responsibility for your investments while you retain strategic control.
Acting as an extension of your team, we:
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Design and implement portfolios aligned to your objectives and risk profile.
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Select and monitor managers using an open architecture approach for best-in-class access.
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Manage risk and liquidity, ensuring resilience across market conditions.
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Provide governance support and reporting, giving trustees clarity and confidence.
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Handle transitions and rebalancing, so your portfolio stays on track.
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Integrate ESG and stewardship priorities, reflecting your long-term goals.
Case Study: £3.5bn DB OCIO client: bespoke strategy
Since 2016, we’ve acted as the outsourced investment executive for a large DB pension scheme with over £3.6bn in assets.
Our role included:
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Source: MGIM as at December 2024. Expected returns are estimates using Momentum 10y assumptions net of expected fees. Actual returns may differ.
