United Kingdom

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). When advising our clients on these issues some of the factors that set us apart from our competitors are outlined below:


Innovation and proactivity - We take new ideas to clients quickly so that they can take advantage of opportunities by putting them into their portfolios when market conditions are opportune to do so.


Focus on what is important - We look at risk and return relative to liabilities/objective. We evaluate investment decisions using this combined framework.


Communication and delivery - Our natural style is to communicate openly and honestly, in plain English, avoiding unnecessary technical terms.

 

While we work with a range of organisations, we are very focussed on the trustee market.  In our brochure, you will see quotes confirming the exceptional service we provide and the way we provide it.  If you would like to understand more about the way we work please do contact us.
 

 
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Navigating the UK LDI Market

KPMG finds UK Liability Driven Investment (“LDI”) now covers £517bn of liabilities, a 17 percent increase over 2013 with 825 UK pension scheme mandates now employing LDI.

 

Latest 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.

 

Please use the links on the right to download the latest version and sign-up to receive future updates automatically.

 

 

 

 

 

Contact us

John Exley

Jon Exley

Partner

KPMG in the UK

 

020 7694 3084

Email Jon 

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

 

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.

 

KPMG named Specialist Investment Consultant of the Year 2012

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