A flexible framework for generating economic scenarios
Our economic scenario service (ESS) is a suite of mathematical models that allows you to explore the consequences of today’s business decisions on tomorrow’s outcomes.
Our strategic asset allocations provide optimal frameworks for fund managers to develop capital growth and income fund solutions to match customer-risk profiles.
Opens in new window Get in touchWe’ve been an independent firm for over a century and have a deep heritage in delivering investment and economic modelling services. Our economic scenario service and related investment advice supports over £250bn assets across institutional workplace pension and retail wealth.
We provide accumulation and decumulation SAAs to the retail wealth market, delivered and managed by a specialist team of modelling experts and investment professionals.
We provide:
Our SAAs are built utilising a comprehensive and rigorous design process that delivers optimal SAAs based on client requirements. In addition, we provide:
Institutional-grade capability
You’ll benefit from our experience across both retail and workplace, as well as our investment in people and technology.
Flexibility
Your requirements can be easily accommodated by our SAA framework during the design phase, as well as during the ongoing output and data needed for governance oversight.
Complementary digital services
We provide engaging tools for advisors and customers to drive assets into your funds.
Marketing and distribution support
Access to thought leadership materials, webinars and other events tailored for you and available for your clients, using our substantial research and distribution capabilities.
Our economic scenario service (ESS) is a suite of mathematical models that allows you to explore the consequences of today’s business decisions on tomorrow’s outcomes.