• Wealth Management
    & Employee Benefits:
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Investment services

Investment management focused on managing volatility and risk

We provide investment services for employers offering contract-based defined pension schemes and trustees of occupational pension schemes; both defined contribution (DC) and defined benefit (DB) arrangements – see pension scheme investment.

We also help members of our clients’ DC schemes with their individual investment choices.

At Fidelius, we felt that pension scheme members had been exposed to widely fluctuating levels of risk for too long, with many individuals never really understanding the risk they were taking with their pension savings.  This led us to develop an entirely new approach to investment management, one that is now being more widely adopted across the financial services sector. We have developed our online Risk Profiler to help with this process.

First we help a member understand what risk means to them - and just how far away from their ideal level of risk they are comfortable for their investment portfolio to move (their acceptable risk volatility).  This, in effect, sets a top and bottom boundary within which our recommended investment strategy can move.

Our investment model then targets and maintains the individual member’s selected level of risk volatility, regardless of what is happening in the markets.  By adjusting the mix of assets in their investment portfolio in line with their target, we automatically:

  • Aim to take less risk when markets are exhibiting higher volatility
  • Aim to take more risk when markets are stable

We do this because as markets rise, volatility typically falls and vice versa.

You can see the benefits of our investment management approach here.

If you would like to find out how it could help your scheme members please contact us on 0845 241 6500. 

Can we help?

Our team of consultants are here to help you with your employee benefits needs.

call us on:

0845 241 6500

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