Our Services

Summary of Services

For trustees or Plan Sponsors we offer the following:

 

  • An oversight service on investment management. This is particularly appropriate for trustees who use Fiduciary Management.
  • Independent investment assessment for pension funds and master trusts.
  • Assist with the selection and appointment of investment advisors and managers.

Oversight of Investment Management

Trustees using Investment Management retain full responsibility for the stewardship of their scheme’s assets. It is essential therefore that they are able to assess the services being provided.

Verus offers an expert, objective and independent on-going review of the investment services delivered by your Investment Manager. We focus on the key issues of:

 

  • Investment Performance
  • Charges
  • Reporting and Communication
  • Investment Strategy

Our service seeks to improve the important relationship between you and your Investment Manager.

pensions

Independent Investment Assessment

We undertake work for trustees and sponsors in the field of Fiduciary Management, investment management in general, investment communications and governance, including:

 

  • Analysis of investment management contracts
  • Advice on investment governance, including dealing with ESG issues (See: A Perspective on Responsible Investment)
  • Costs
  • Member communication and trustee reporting
  • SIPPs
  • Performance monitoring and review

Assistance with the Selection Process

We assist trustees and sponsors when selecting

  • Outsourced Chief Investment Officers (OCIOs)
  • Investment Managers
  • Investment Advisors
  • Master Trusts