Local Authority

Local
Authorities

Our differentiated and bespoke approach is designed to assist Local Authorities manage their portfolios holistically, against the backdrop of managing funding mismatches and prudently maximizing income whilst remaining innovative for longer term success and aligned to statutory needs. Our vertically integrated business model provides clients with a variety of services that complement each other.

We have assisted clients across different pools (treasury, investment property etc.) and across diverse areas including providing macroeconomic views, portfolio health checks, strategic asset allocations, investment and risk frameworks, investment due diligence, alternative sources of funding and advising on governance.

Additionally, we are actively engaged in sharing knowledge with the local authority sector and members through workshops, speaking at events, authoring publications such as CIPFA’s guide to core principles of due diligence, and providing people with free timely updates on key developments.

Our holistic framework is centered around the time-honoured principles of security, liquidity and yield – but revisited in light of the evolving macroeconomic environment and with our clients’ needs and goals at the forefront.

Local Authority Services

We have extensive experience in providing a wide range of bespoke advisory services to local authorities.

Portfolio Health Checks Portfolio Health Checks

Portfolio Health Checks

An investment audit encompassing a holistic gap analysis of the council’s balance sheet across different asset pools and funding needs. Followed by recommendations on the investment framework and to deepen resilience.

Macroeconomic Outlooks & Research Macroeconomic Outlooks & Research

Macroeconomic Outlooks & Research

Analysis of key macro risks to treasuries and other pools (e.g. property), drawing clear links between wider economic events and the implications such as inflation, Brexit, and bail-ins.

Outsourced Investment Executive Outsourced Investment Executive

Outsourced Investment Executive

The full suite of services as one offering. Including developing a strategic asset allocation that better aligns with the council’s goals and building an optimised portfolio of direct assets and pooled vehicles to prudently maximise income.

Investment Reporting Investment Reporting

Investment Reporting

A reporting service to assist in monitoring your portfolio and/or assets (e.g. commercial property) for key performance indicators and to identify emerging risks.

Investment Due Diligence Investment Due Diligence

Investment Due Diligence

Investment, counterparty and risk analysis of potential investments, with specific expertise in property, real assets, alternative investments, bonds and funds.

Origination & Structuring Origination & Structuring

Origination & Structuring

Originate and/or structure assets specifically for the requirements of local authorities. We consider accounting treatment, maturity, income profile, risk mitigation and other tenets when structuring assets for the LA sector.

Alternatives & Real Assets Alternatives & Real Assets

Alternatives & Real Assets

We specialize in providing advisory services across a breadth of alternative asset classes. Services include due diligence, market intelligence, portfolio implementation and structuring advice.

Portfolio Health Checks Portfolio Health Checks

Portfolio Health Checks

An investment audit encompassing a holistic gap analysis of the council’s balance sheet across different asset pools and funding needs. Followed by recommendations on the investment framework and to deepen resilience.

Macroeconomic Outlooks & Research Macroeconomic Outlooks & Research

Macroeconomic Outlooks & Research

Analysis of key macro risks to treasuries and other pools (e.g. property), drawing clear links between wider economic events and the implications such as inflation, Brexit, and bail-ins.

Outsourced Investment Executive Outsourced Investment Executive

Outsourced Investment Executive

The full suite of services as one offering. Including developing a strategic asset allocation that better aligns with the council’s goals and building an optimised portfolio of direct assets and pooled vehicles to prudently maximise income.

Investment Reporting Investment Reporting

Investment Reporting

A reporting service to assist in monitoring your portfolio and/or assets (e.g. commercial property) for key performance indicators and to identify emerging risks.

Investment Due Diligence Investment Due Diligence

Investment Due Diligence

Investment, counterparty and risk analysis of potential investments, with specific expertise in property, real assets, alternative investments, bonds and funds.

Origination & Structuring Origination & Structuring

Origination & Structuring

Originate and/or structure assets specifically for the requirements of local authorities. We consider accounting treatment, maturity, income profile, risk mitigation and other tenets when structuring assets for the LA sector.

Alternatives & Real Assets Alternatives & Real Assets

Alternatives & Real Assets

We specialize in providing advisory services across a breadth of alternative asset classes. Services include due diligence, market intelligence, portfolio implementation and structuring advice.