Strategic asset allocation

Our strategic asset allocations provide optimal frameworks for fund managers to develop capital growth and income fund solutions to match customer-risk profiles.

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Why Hymans? 

We’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:  

  • bespoke SAAs developed around specific proposition requirements and constraints
  • ‘off the shelf’ SAAs, for example around investment pathways
  • investment oversight and governance services
  • marketing literature and proposition support.

Benefits

Our SAAs are built utilising a comprehensive and rigorous design process that delivers optimal SAAs based on client requirements. In addition, we provide:

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Institutional-grade capability

You’ll benefit from our experience across both retail and workplace, as well as our investment in people and technology.

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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.

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Complementary digital services

We provide engaging tools for advisors and customers to drive assets into your funds.

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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.

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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.

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Awards and accreditations