- Strategic Asset Allocation & Portfolio Risk Management - Designing diversified portfolios that balance long-term growth with risk control
- Manager Selection & Oversight - Appointing and monitoring external fund managers to deliver strong, cost-effective performance.
- Responsible Investment & Stewardship - Embedding ESG principles across all investment decisions and engaging with companies to drive sustainable outcomes.
- Investment Communications - Communicating our investment approach and performance clearly to members and stakeholders.
- Fund Administration & Operational Oversight - Ensuring smooth execution and administration of investment activities.
- Investment Technology & Financial Modelling - Using advanced tools and analytics to support decision-making and portfolio efficiency.
- Investment Proposition Development - Innovating and evolving our investment offering to meet the changing needs of our members.
- Acting with integrity and due skill, care, and diligence
- Observing proper standards of market conduct
- Treating customers fairly and acting in their best interests
- Complying with all applicable regulatory requirements