把投资组合放在首位. Fiduciary management that thinks ahead.

15年来, 美世为一系列机构投资者(从养老金计划到捐赠基金)提供信托管理/ OCIO服务, 基金会, 保险公司及财富管理公司. 我们的动态解决方案, global intellectual capital and 经理研究 help us to deliver for clients.
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什么是受托管理?

时间、专业知识和信心

Lean on our consultants to provide the 建议, 洞察力, implementation and operations your portfolio needs to help you invest with confidence. Explore what our range of investment solutions could mean for your portfolio today.
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简而言之，信托管理是投资建议与实施的结合. 机构投资者可以自由地关注战略决策和长期结果.

Investment challenges such as; increasing complexity, 环境、社会和治理, 可持续性和管理持续成本增加了对管理解决方案的需求.

美世 was one of the UK’s earliest providers of fiduciary management services. We provide single asset class or portfolio solutions. 越来越大的资产所有者正在根据OCIO(外包首席投资官)重新定义他们的要求。.

Broadly speaking, fiduciary services can deliver five key advantages:

  • 灵活和健壮的治理

    我们认为，最好的方法是根据客户的具体需求和情况量身定制信托管理解决方案. Clients can phase in new ideas at their own pace.

  • 消除

    我们的旗舰DB养老金解决方案包括自动去风险触发器，以锁定资金水平的收益. 一个执行良好的去风险计划会让你越来越确信，随着时间的推移，你的资金状况将被“锁定”，不会出现令人不快的意外.

  • Access highly rated investment managers

    With more than 200 investment researchers, 我们提供一些市场上最好的想法和优质的经理，他们可以帮助创造卓越的业绩. 特别是, 我们拥有大量资源，专注于提供接触多元化专业私人市场经理的渠道:旨在提高投资组合效率, these portfolios have produced strong returns.

  • 节约成本

    我们利用我们的全球规模来实现市场上一些最具竞争力的收费. 我们的全球实施框架确保每个客户都能在相同的时间获得相同的高评级投资经理, 低基础管理成本. Any fee discounts we negotiate pass through to our clients.

  • 环境、社会和治理集成

    我们的投资组合反映了环境、社会和治理主题，并使我们的客户领先于他们的监管义务. 许多机构投资者希望将环境、社会和治理纳入他们的决策，但由于种种限制，很难做到这一点. Our fiduciary management solution has these themes built-in.

Read more about our investment services

Many investors seek guidance on strategic asset allocation, 经理研究, portfolio construction and risk and reporting, as well as day-to-day operational support. These are our fiduciary management / OCIO solutions, which can be used alongside broader investment consultancy.

实施我们的投资解决方案通常会给您带来更大的信心:它为您提供投资专业人士的支持，同时又不会放弃对您投资的控制权. We offer a range of tools that you can use to help solve your investment challenges.

  • 投资咨询

    40多年来，美世投资咨询一直是英国市场的领导者. Through intensive global research, intellectual capital and specialist solutions, we create value for pension funds, 捐赠基金, 基金会和其他投资者.

  • 可持续投资

    Drawing on two decades of experience, 我们提供研究, 建议, 工具和解决方案，帮助您在可持续投资之旅的任何地方.

  • 捐赠基金、基金会 & 慈善投资解决方案

    50多年来，我们一直与捐赠基金、基金会和慈善机构合作. Our independent investment research, 建议, 解决方案是为您的组织定制的，旨在帮助您寻求更好的投资结果, whilst also pursuing your mission.

  • 保险公司

    30多年来，我们一直与各种规模的保险公司合作，了解该行业独特的复杂性和要求. 我们提供建议和资源，帮助您将您的投资计划转变为战略差异化.

  • 财富管理公司 & 金融中介机构

    我们帮助财富管理公司和金融中介机构建立定制投资组合，并为全球客户寻求投资机会, 资产类别, 以及公共和私人市场.

  • 选择 & 私人市场

    我们可以帮助您在所有另类投资资产类别中产生新的想法并发现创新, and source quality managers and strategies to suit your specific needs.

Is your portfolio prepared for today’s exceptional challenges?

Institutional investors have rarely faced greater challenges. 利率上升, geopolitical uncertainty and inflation are creating headwinds for financial markets, while regulatory requirements are becoming more complex.

在这样一个考验时刻，机构投资者需要应对以下方面的挑战:

  • Achieving real investment returns in an uncertain environment.
  • Ensuring the suitability of your investment strategy and investment managers.
  • Increasing complexity and the risk of regulatory requirements.
  • 流动性管理.
  • Operational inefficiencies and implementation timelines.
  • Manager fees, transparency and other costs.

For many institutional investors, 过去几十年运作良好的投资组合结构正面临压力. This is a crucial moment to stress test investment beliefs and strategies.

我们与客户合作，提供市场上最好的想法. We help you to analyse the challenges you face, giving you the knowledge and confidence to make effective decisions. As you choose to phase in new ideas and 资产类别, we have the flexibility to do so at whatever pace suits you.
丹Melley

Partner at 美世, Commercial Head of 投资

Alison Bostock shares her experience

即使在最好的时候, 固定收益(DB)养老金计划必须能够迅速做出反应，锁定资金收益. Hear Alison’s story about the benefit of investment solutions – Alison Bostock, PTL受托人董事

Addressing complex investment challenges

Three steps for optimising your investment portfolio

  1. Review and adapt your governance framework.
    在当今瞬息万变的市场中，理清错综复杂的问题，做好面对未来的准备至关重要. If you believe you need to improve your governance and oversight, 在降低成本的同时, we can provide the support you need now and in the future.
  2. Assess your portfolio against your future objectives.
    批判性地思考你的投资组合和你未来的目标是解决任何问题的第一步. 我们与客户紧密合作，设计和实施合适的投资旅程.
  3. Shape and implement a sustainable investment policy.
    我们的专业团队可以帮助您制定可持续的投资政策，我们严格监督投资组合，以确保基金经理坚持他们的可持续发展主张, and to protect clients from reputational damage.

我们的成就

We're delighted to have won four awards at the 2022 Professional 养老金 Awards.

Our latest 洞察力s about fiduciary management

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