Local pension fund management

In today’s complex investment landscape, local pension funds face unique challenges that require sophisticated solutions. As part of our institutional services, Henderson Rowe delivers institutional-quality investment strategies that help local pension funds navigate market complexities while meeting their long-term obligations.

Understanding your unique needs

Local pension funds operate in an environment of increasing complexity, balancing long-term obligations with current market challenges. Our approach brings together deep institutional expertise and advanced quantitative capabilities to help your fund succeed.

Meeting modern challenges

The landscape for local pension funds has evolved significantly. Funds today must navigate low interest rates, increasing longevity, and complex regulatory requirements. Through our institutional wealth management expertise, we help funds address these challenges while maintaining focus on long-term objectives.

Our comprehensive approach

We recognize that each local pension fund has unique requirements and obligations. Our institutional investment approach combines sophisticated strategies with careful consideration of your specific circumstances.

Investment strategy development

Our team works closely with fund trustees to develop robust investment strategies that align with your specific objectives. This comprehensive process encompasses:

  • Liability-matching analysis
  • Risk tolerance assessment
  • Long-term return targeting
  • Regulatory compliance integration

Advanced portfolio solutions

Drawing on our quantitative heritage and institutional expertise, we deliver sophisticated portfolio management solutions that help local pension funds thrive in challenging market environments.

Risk-aware portfolio management

Risk management sits at the heart of our approach. We employ institutional-grade risk management tools and processes to protect and grow your fund’s assets:

Risk Focus Strategy Benefit
Market Risk Dynamic Monitoring Early Warning System
Liquidity Risk Regular Assessment Enhanced Flexibility
Operational Risk Robust Controls Process Security
Regulatory Risk Compliance Framework Peace of Mind

Investment excellence

Our investment management services combine institutional expertise with advanced technology to deliver:

Sophisticated strategy implementation

Through our partnership with Rayliant Global Advisors, we leverage institutional-grade research and technology to implement sophisticated investment strategies. This includes advanced quantitative analysis of over 80,000 stocks spanning 35 years of market data.

Performance optimization

We focus on delivering consistent, risk-adjusted returns through:

  • Strategic asset allocation
  • Tactical positioning
  • Cost-effective implementation
  • Regular rebalancing

Regulatory compliance and governance

Understanding the regulatory landscape is crucial for local pension funds. Our team provides comprehensive support for:

Governance framework

Strong governance is essential for long-term success. We support your fund with robust processes, clear documentation, and regular reviews to ensure alignment with best practices and regulatory requirements.

Reporting and oversight

Our institutional-quality reporting provides clear insights into your fund’s performance and positioning. Regular updates include performance attribution, risk metrics, and compliance monitoring to keep stakeholders informed and confident.

Take the next step

Discover how Henderson Rowe’s institutional expertise can help your local pension fund achieve its long-term objectives. Our team combines sophisticated investment capabilities with dedicated support to help your fund succeed.

Contact Us

If you have any questions please contact us.

                   

    Our data-driven approach, combined with the knowledge and skills of our managers, allows us to navigate the market with precision and agility. This is summarised best by our '3 Ps', the principles we work upon:

    Precision

    Precision

    Invest directly. Prioritise research. Build technology. We prioritise targeted investments, using AI* to find the best ideas from around the world.

    Protection

    Protection

    Be dynamic. Be agile. Be proactive. In markets, there’s a time to make money and a time to not lose money. We proactively take risk off the table when we believe it is necessary, helping clients sleep better at night.

    Personal

    Personal

    Combine computer power with human intuition. We aim to hire the best talent to devise creative solutions and deliver them with full transparency.

    Return to the form

    Talk with us

    If you’d like to learn more about our services — or if you’d like to hear our current views on the investing environment — fill out the form below to schedule a time to speak with a qualified representative.