Business Continuity Planning for Covid-19. Learn more Logo link to homepage Search Manage your pension Menu toggle Investment SERVICES FOR TRUSTEES Unparalleled investment strategy advice We use smart technology to deliver a new level of cost and risk-reducing efficiencies to all schemes, no matter their size. Our innovative approach focuses on three key areas. 1. Clear comprehensive criteria We take complex concepts and explain these in plain English. Working closely with you, we help derive clear objectives that your investment strategy will be set up to achieve. This then leads to understandable and comprehensive scheme-specific success and failure criteria, which you can act on and monitor against. 2. Smart technology Our Advanced Asset Liability Modelling (ALM) tool assesses the performance of multiple candidate investment strategies, based on thousands of future economic scenarios, to provide a clear measure of their suitability in achieving your goals. The calculations are repeatable and delivered quarterly, which means ongoing detailed analysis can be carried out quickly, at a very low cost and as part of your core services fee. 3. True automation and integration True integration of funding, administration and investment means our modelling offers a level of validity no other system in the market provides. The automated modelling is based on: Live scheme administration data. Up-to-date scheme asset values. Actuarial calculations to the standard of a full, triennial valuation. Daily calculation of projected liability cashflows, which can be provided to investment managers at no additional cost. Static written reports are replaced with interactive, live charts. We combine unparalleled technology with great service to help you access a framework for strategy planning and decision making. Taking it one step further to ensuring scheme’s meet their ultimate objectives. Traditional investment consulting Fiduciary management ESG Click on links below to find out about each one or get in touch using the form underneath to speak to one of our team. Spence & Partners Limited is authorised and regulated by the Financial Conduct Authority in the conduct of investment business. OUR INVESTMENT SERVICES Traditional Investment Consulting Traditional Investment Consulting Fiduciary Investment Management Fiduciary Investment Management Environmental, Social and Governance (ESG) Investing ESG Investing Unsure which service you require? Get in touch and we can pass it to the right department. Contact us Get in touch to find out more To discuss our investment services in more detail please fill out the form below with details or contact Simon Cohen, Head of Investment Consultancy. Name Name Scheme name Scheme name Preferred contact detail Preferred contact details Enquiry Enquiry Consent for storing submitted data Yes, I give permission to store and process my data Please tick Submit OUR ACCREDITATIONS Any questions about our services? Please contact us and we will get back to you. Contact us View our LinkedIn profile Read our Tweets Watch our Videos Like us on Facebook Home Awards and accreditations Careers Resources Regulation COVID-19 Privacy Policy Cookie Policy © 2021 Spence & Partners Ltd. All Rights Reserved. Cookie Control Your choice regarding cookies on this site We use cookies to optimise site functionality and give you the best possible experience. I Accept I Do Not Accept Settings