Investment strategy & capital
Model asset allocation options against return targets, liabilities and capital requirements.
Allocation analysis · Portfolio assessment · Scenario modellingFor insurers
Investment support for insurers
Apex IPS works with insurance investment teams on asset allocation, liquidity, manager selection and governance.
Services for investment teams
Liquidity & asset-liability management
Assess asset and liability cash flows, duration mismatches and liquidity under stress.
Cash frameworks · Duration analysis · Liquidity scenariosManager selection & review
Assess managers and strategies against the requirements of your mandate.
Manager research · Due diligence · MonitoringGovernance & reporting
Review investment policies, committee responsibilities and the reports used by management and boards.
Investment policies · Board reporting · Process reviewProject and retainer work
Support is available for defined projects or on a retainer. We agree the scope, deliverables and responsibilities before work begins.
View case studiesDiscuss a project
Email Richard with your requirements and timescale.