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Asset Consulting

Your important investment decisions

Investment PlanningWe at Bay Union Investment Planning Services provide an investment consulting service to retirement funds, trustees and independent clients. The coherence of the advice process for our client groups ensures that fund members are able to experience a seamless transition between the pre- and post-retirement phases of their lives. This enables your members to continue post-retirement with the investment strategies they adopted in their retirement fund. We treat our client's retirement fund as if it were our own because we understand that deciding how to invest the assets is a serious responsibility. We help set appropriate investment policies and strategies to ensure that you understand the implications and risks of your agreed upon investment strategy. We guide you through the entire investment process and help you make key investment decisions.

Our implemented consulting service highlights the two fundamental aspects of our process:

  • An initial consulting process, in which we assist you to develop an investment strategy
  • We then consult on the implementation of that strategy and monitor the investments on an ongoing basis

Selecting managers

In consultation with our fund managers, we select appropriate specialist asset managers, using sophisticated qualitative and quantitative tools. We provide set criteria for the selection of asset managers and the assessments of their performance. Effective implementation of an investment strategy involves ongoing monitoring, reviewing and reporting on the investment strategy.

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