Tailored guidance for developing your Centralised Investment & Retirement Proposition
We can assist in developing both your Centralised Investment Proposition (CIP) and Centralised Retirement Propositions (CRP) to meet the unique needs of your clients.
- For CIP development, we use advanced fund analysis tools such as FE Analytics to deliver tailored investment strategies aligned with your client base. In addition to providing quantitative analysis, we draw upon our extensive experience of sitting on various firms' investment committees to support you during fund manager interviews. Our role is to ensure the right qualitative questions are asked, enabling you to assess fund managers' strategies, philosophies, and alignment with your firm's objectives. This holistic approach ensures that your investment propositions are built on both robust data-driven analysis and meaningful qualitative insights.
- For CRP Development, we design comprehensive retirement frameworks that address the specific challenges of retirement planning, including sustainable withdrawal strategies, income generation, tax efficiency, and longevity risk. By integrating the most suitable products, platforms, and investment solutions, we ensure clients have the flexibility and security to meet their retirement goals. Our CRP service also includes detailed analysis of decumulation strategies and product options, providing a holistic approach to retirement planning that ensures peace of mind and long-term financial stability.
