Services
Video meeting . 30 mins
Quick chat
1:1 mentoring from a CFA charterholder
About me
In my role as an Associate Investment Consultant at LCP, I advise Defined Contribution (DC) pension scheme clients on a range of investment-related matters. My work involves conducting investment strategy reviews, with a focus on the suitability and performance of default investment arrangements and the availability of a suitable range of fund options for members. This covers asset classes including global equities (e.g., passive, small cap, ESG-screened mandates), corporate bonds, multi-asset funds, property, private market assets, gilts, and cash, across both active and passive strategies.
I undertake financial modelling to project pension outcomes for members, using asset class return and risk assumptions. I am also responsible for quarterly investment performance monitoring, preparing reports to clients that include investment market updates, fund performance evaluations, and recommendations. My role requires regular analysis of investment fund structures, underlying asset allocations, performance attribution, and alignment to client objectives.