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By clicking on “I accept” and accessing and using the P-Solve website (“this Site”) you agree to be bound by all terms and conditions contained and/or referenced herein. If you do not agree, you should not use this Site. In particular, you acknowledge that this Site is intended solely for the provision of information to, and the consideration of, professional clients and not for retail clients. While the information is believed to be accurate, no reliance should be placed upon it and it should not be considered to constitute investment advice nor is it presented as suitable for your specific investment needs.

P-Solve's Risk Management Solutions business provides derivative solutions and advice. Financial derivatives are not suitable for all investors. Losses may be substantial and may exceed the amount invested.

The information provided in this site (“the Content”) does not constitute an offer, solicitation or recommendation to acquire or dispose of any investment or to engage in any other transaction. This Site is not directed at or intended for publication or distribution to any person in any jurisdiction where doing so would result in contravention of any applicable laws or regulations. It is the responsibility of the individual user to consider his or her legal and regulatory position in the relevant jurisdiction, the risks associated with trading such products and to ensure that the use of the Content and the subsequent making of any investment does not contravene any such restrictions or applicable laws and regulations of any jurisdiction. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific security, index, report, opinion, advice or other Content.

Please note that not all of the funds, products or services described on this website are available in all jurisdictions. In particular, the information herein, unless specifically indicated otherwise, does not constitute an offer to sell or the solicitation of any offer to buy securities in the United States of America to, or for the benefit of, United States persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof). P-Solve is not registered under the USA Investment Company Act of 1940. Interests in P-Solve funds are not registered under the USA Securities Act 1933 and, therefore cannot be offered for sale in the USA, its territories, possessions or protectorates under its jurisdiction, nor to nationals, citizens or residents in any of those areas.

Trustees

How is P-Solve creative for Trustees?

We have worked extensively with pension fund Trustees throughout our history, and understand the challenges Trustees face. In some cases, Trustees just need to understand what their options are, whether this is for different types of investments, or ways to govern the pension plan. But other groups need more.

Sometimes, the key issue is establishing what the plan is trying to achieve with its investments. This is key to solving the right problem. In other cases, the need to is develop, implement and govern an investment strategy that has the best chance of meeting the plan’s needs. This may involve complexity, depending on the need, and therefore needs to be properly supported by training. This ensures the trustees appreciate properly what they are engaging with.

Whatever the issue, we are in a position to help. Our consultants in P-Solve Asset Solutions can work with you to develop your needs into a clearly articulated set of objectives. These needs are used to develop an investment strategy, through a process that aims to make progress as quickly as possible. For more information, click here.

In a wide range of cases, our clients make use of derivatives, generally to manage risks. Trustees have a unique task – to manage a pool of assets against a moving liability benchmark. As a result they face two key risks, asset and liability risk. If this is appropriate for you, then specialist skills are needed and our Risk Management Solutions (RMS) team can help shape your exposure to these risks through Shaped Equity solutions or Liability Driven Investment solutions. These solutions may seem new for Trustees and as such the P-Solve RMS team is set up to help Trustees through the entire process from basic education and advice through to implementation and management of these solutions. The breadth of skills and experience within the P-Solve RMS teams means that we are one of the very few teams in the industry with a proven track record of providing such a full service. Our people bring specialist expertise, from derivatives trading backgrounds, to advise you on how to implement these strategies safely and effectively. For more information, click here.

If your challenge is how most effectively to govern your pension plan, then our CAMRADATA team can help. Our team provides a broad range of services from which you can choose what you need. This might relate to focused reporting (you want your reporting on five pages not fifty), the development of a governance framework or training support. Or you may require more technical support, such as in-depth investment manager analysis, or to test the robustness of your investment strategy to changes in economic conditions. Whatever governance help you need, our team can help. For more information, click here.

If you have other questions, or would like to talk through an issue, please contact us.