Pension funds

Pension
Funds

Camdor Global Advisors provides bespoke advisory services to the pension fund sector, focused on key needs and gaps whilst being sensitive to the fast evolving macroeconomic, investment and policy environment.

We assist pension funds in forming macroeconomic views and developing a dynamic and proactive approach to asset allocation – something increasingly important for the LGPS as they adapt to pooling. More generally, our macro research, portfolio health checks and advice on alternative assets has resonated with clients, while our principals’ deep experience with the likes of the Pensions Regulator and major pension buyout firms give us significant industry knowledge and credibility.

Our approach is focused on acknowledging that every pension fund is different, and a one size fits all approach is not effective for long term success. Protection against key risks such as inflation and creating asymmetric risk-return solutions with real returns are core to our philosophy and allow us to help clients deepen their investment capabilities and optimise their portfolios versus their liabilities, goals and required cashflows. Below you will find the suite of services we offer to pension funds.

Pension Fund Services

We provide bespoke advice designed and targeted to the pension fund industry.

Portfolio Health Checks Portfolio Health Checks

Portfolio Health Checks

An investment audit encompassing a holistic gap analysis of the pension fund’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 pension funds, drawing clear links between wider economic events and the implications such as inflation, Brexit, and bail-ins.

Manager Selection Manager Selection

Manager Selection

A comprehensive review and analysis of the manager universe within the selected asset category. Areas of focus include performance, risk, correlation with existing portfolio and fees.

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 pension funds. We consider accounting treatment, maturity, income profile, risk mitigation and other tenets when structuring assets for the pension fund sector.

Alternative Investments Alternative Investments

Alternative Investments

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 pension fund’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 pension funds, drawing clear links between wider economic events and the implications such as inflation, Brexit, and bail-ins.

Manager Selection Manager Selection

Manager Selection

A comprehensive review and analysis of the manager universe within the selected asset category. Areas of focus include performance, risk, correlation with existing portfolio and fees.

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 pension funds. We consider accounting treatment, maturity, income profile, risk mitigation and other tenets when structuring assets for the pension fund sector.

Alternative Investments Alternative Investments

Alternative Investments

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