Strategic planning

Bespoke portfolios to deliver strategic objectives

Our dedicated client teams work collaboratively with trustees, sponsors and their advisers – most often actuaries and accountants – to understand in-depth the strategic objectives of the scheme and the support offered by the sponsor. Where needed, our client directors are versatile enough to provide support in setting long-term funding objectives against the backdrop of wider initiatives, including insurance, consolidation and non-cash financing vehicles.

At Van Lanschot Kempen, we have a “no-client-is-the-same” motto, and we design clear and effective portfolio solutions tailored to the exact circumstances and needs of each client. In doing this, we draw on our detailed knowledge – and on our substantial and lived experience – across multiple disciplines, including:

addressing evolving pension scheme regulation and ever-increasing trustee liability by putting in place effective and transparent governance structures;
investing across matching, liquid growth and illiquid growth assets to navigate short-term market challenges, as well as delivering longer-term objectives; and
taking an integrated approach to managing investment, covenant and funding risk and adopting an investment strategy which is flexible enough to respond to changes in any of these risks and to keep a scheme’s journey plan on track.

We work hard to avoid over-engineering, unnecessary complexity and charges, and implementation structures which inhibit rather than enable.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Past performance provides no guarantee for the future.

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at Octagon Point, 5 Cheapside, London EC2V 6AA Tel: +44 (0)20 3636 9400. Authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.