Track Record

Selected Project Experience

The examples below illustrate the types of projects Apex IPS supports across insurers, pension schemes, and asset managers. Engagements are typically bespoke and scoped to analytical, strategic, and institutional market requirements.

Liquidity & Cash Optimisation for Lloyds Insurers
Liquidity Strategy

Liquidity & Cash Optimisation for Lloyds Insurers

Comprehensive review of a major insurer's cash management framework, resulting in a tiered liquidity structure that improved yield without compromising claims-paying capacity.

Asset Allocation Review and Reallocation
Asset Allocation

Asset Allocation Review and Reallocation

Strategic asset allocation modelling during a transition to Solvency II, ensuring capital efficiency while maintaining investment return targets.

Investment Governance Framework Strengthening
Governance

Investment Governance Framework Strengthening

Complete redesign of investment governance documentation and committee structure for an insurer seeking to strengthen oversight and regulatory compliance.

Insurers & Pension Schemes

  • Portfolio and balance-sheet analysis for liability driven investment, including Strategic Asset Allocation
  • Capital- and regulation-driven portfolio assessment (including Solvency II / UK and Matching Adjustment context)
  • Liquidity and cash framework review and optimisation
  • Investment governance, policy, and committee documentation support
  • Manager search and selection, evaluation and portfolio implementation analysis

Asset Managers

  • Strategic institutional positioning for insurer and pension investors globally
  • Product fit and structure assessment against all global regulatory regime and balance-sheet constraints
  • Distribution and fundraising strategy support aligned to institutional buyer requirements
  • Preparation of institutional-grade materials (DDQs, investment papers, committee packs)
  • Support through insurer and pension due diligence processes

Apex IPS does not provide regulated investment counsel and does not act as a placement agent. Support is provided on retainer or project basis and focused on strategic review, analysis, materials, process support, and institutional market expertise.

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