Main menu Home About us Activities Contact Links Our services Implementation approach Univest Pooled Funds Third parties Our services Our services DB Plan Investments DC Plan Investments Strategy Providing advice on, conduct of and/or draw up: ALM study Risk/return budgets Strategic Investment Policy Investment Plan De-risking and hedging Providing advice on: Investment options Structure of options Default arrangements Implementation and Operations Carrying out or arranging the management on behalf of the client: Selecting asset managers and investment institutions Instructing / terminating asset managers Structuring portfolios of asset managers Co-ordination the transition of assets between asset managers Supervising asset managers and investment institutions Carrying out overlay strategies (e.g. derivatives to hedge currency and interest risks) and implementing de-risking strategies Negotiating pricing Where appropriate, carrying out or arranging the management of: Selecting asset managers and investment institutions to manage investment options Reviewing default strategies and any “glide paths” for lifecycle or target date funds Supervising asset managers and investment institutions Providing updates on best practice and DC developments Negotiating pricing Monitoring Measuring, analysing and reporting the results: Performance, risks and cost Providing (consolidated) reports on asset management Measuring, analysing and reporting the results of investment options: Performance, risks and cost Providing (consolidated) reports on asset management Other services Advising on custodian selection Maintaining contacts and working in cooperation with the custodians and/or other service providers Advising on and drawing up reports to any Supervisory Authorities Advising on Environmental, Social and Governance Policy development (ESG) and voting strategy and implementation Secretarial services Investment Committees / Fund Boards Advising on Corporate Investment and DC policy development Advising on DC service providers, administrators and construction of investment DC infrastructure Working with HR and benefits teams to ensure investment structure appropriate to local country membership Assisting with investment aspects of communications to members © Univest Company 2016 Privacy Policy Disclaimer Cookie policy Contact us