Investment consultancy
Quantum Advisory's experienced consultants deliver clear, concise, pragmatic and well informed investment advice to meet all trustee governance needs and budgets. These include
- Asset allocation;
- Fund selection;
- Monitoring funding levels and implementing de-risking triggers;
- Transition management;
- Performance monitoring and reporting;
- Setting governance, investment beliefs and decision frameworks;
- Fiduciary management selection and review. Click here to find out more.
We provide proactive advice based upon our latest thinking, market developments and regulatory change.
Fiduciary Management Dashboard
An independent and informed approach to third-party fiduciary manager procurement, ongoing monitoring and governance of fiduciary mandates and managers. Click here to find out more.
Stefano Carnevale, Senior Investment Consultant discusses recent trends in the Fiduciary Management market.
Investment Markets
Our experienced investment consultants work closely with pension scheme trustees and sponsoring employers to formulate, implement and monitor bespoke investment solutions to address scheme-specific issues.
Our expertise spans DB, DC, CARE and hybrid schemes and delivers material and measurable benefit to trustees and sponsoring employer
ESG Investment Advice
Each investor will have their own view on what an appropriate investment beliefs policy looks like. We help our clients define their requirements, and to ensure their investment portfolio is aligned with those requirements. To enable us to do this, our market research covers the full range of investment approaches to ESG, including new developments and ongoing evolutions, so that we can advise on the full range of investment strategies.
We believe that reviewing ESG factors, including climate risk, is a process rather than a single event. We work with our clients to provide training, screening, monitoring and reporting of funds to ensure transparency and allow pension schemes to make informed decisions.
Joe Condy, Investment Consultant at Quantum Advisory describes ESG (Environmental, Social Governance) investing and what are the potential benefits and drawbacks.
Joe Condy, Investment Consultant at Quantum Advisory discusses how investors can integrate ESG (Environmental, Social Governance) into their invetment strategy.
Investment Market Update Q1 2024
Case Studies
Talk to our team
Get in touch with our friendly team today to talk about how we can help your business.