United Kingdom

Investment Advisory 

The Investment Advisory business is established to provide proactive advice and clear direction to institutional investors on all aspects of their investment arrangements. Our client base includes pension funds, charities, financial service firms and state investors.

 

Our implementation of a dual approach — recruiting some of the very best experienced professionals within our industry as well as recruiting the best junior talent through our graduate schemes — has allowed us to cultivate a team of 70 investment professionals with real depth and experience to add value for all our clients.

The Investment Advisory practice is a key growth area for KPMG. We have consistently grown our business and today advise clients from 6 locations across the UK.

Please take a moment to explore our page for more information on our services.

 

Patrick McCoy

 

Patrick McCoy

Partner

KPMG in the UK

 

020 7311 2393

Email Patrick 

Defined Benefit

Trustees and sponsors are focusing their risk management strategy more and more on their long term objective (e.g. self sufficiency or buyout).

 

Defined Contribution

As the DC market has become more developed, the issues facing our clients have become more challenging, particularly in relation to investment.

 

Fiduciary Management Advisory

We are able to offer truly independent advice on the appointment and monitoring of fiduciary managers to our clients.

 

“The Committee acknowledged the great improvement in the quality of service (both in advice and delivery) over the past incumbent.  Having views challenged and debated has been valuable - and enjoyable - for us all and it is hoped that your team feels the same.”
Lloyd's Register Superannuation Trustees Ltd.  

 

 

Related links

Investment Advisory Brochure

This brochure gives brief descriptions of our work with a selection of clients and illustrates the three guiding principles of KPMG's Investment Advisory practice:
  • Client centric ideas
  • Proactive thinking
  • Clear direction

 

Financial News Awards

KPMG named Specialist Investment Consultant of the Year 2012

Award logo

Investment Advisory e-alert

KPMG Investment Advisory's 'e-Alert' is a regular digestible communication which provides an overview of the latest investment topics and relevant monthly market data.

 

Latest Investment Publications

Financial Transaction Tax (PDF 1.08 MB)

 

In February 2013, the European Commission published a proposal under enhanced cooperation to introduce a Financial Transaction Tax (FTT).  The aim of the FTT is to raise additional tax revenue from the financial sector to bolster the public finances of the 11 participating Member States.  The FTT will have implications for UK pension schemes even though the UK is not a participating Member State.

 

Senior Commercial Real Estate Debt (PDF 492 KB)

 

Recent market dislocations have led to the development of an attractive investment opportunity in commercial property lending for pension schemes that can afford a degree of illiquidity in exchange for attractive returns and low risk. 

 

Medium term views - January 2013 (PDF 785 KB)

 

Our Medium Term Views represent our opinion of each asset class's medium-term outlook (over the next 3 years) compared to the long-term assumption (over the next 10 years). 

 

RPI: ... the reports of my death have neen greatly exaggerated (PDF 66 KB)

 

Following a lengthy review, on 10 January the ONS announced there would be no change to the formulae used to calculate RPI and this paper sets out the implications for pension schemes and investors. 

 

RIP to RPI calculation? Implications, market reactions and what to do next (PDF 649 KB)

 

This paper analyses the potential impact of a proposed change in the calculation method of Retail Price Index (RPI) on pension schemes and investors. 

 

European responsible investment fund survey (PDF 1.1 MB)

 

In this first edition of European Responsible Investing Fund Survey, KPMG gives a snap shot of the European Responsible Investing Fund universe as at 31 December 2010.

 

The evolution of an industry: 2012 KPMG/AIMA Global Hedge Fund survey (PDF 1.43 MB)

 

This paper features analysis of KPMG and AIMA’s recent survey of 150 global hedge fund managers and highlights their insights and opinions on a range of issues that are changing the face of the industry.

 

The value of the hedge fund industry

 

This report provides an exploration and summary of the value provided by the global hedge fund industry to investors, markets and the broader economy.