Investments: We have significant experience advising pension schemes on all aspects of investment work, including the review of investment funds (and negotiating fund documentation when required), investment management agreements, liability-driven investment mandates, fiduciary management agreements, insurance-based investments, transition management, pre-funding agreements and custody. We advise on at least 50 fund reviews and management agreements every year, from the very standard through to ultra-complex models (including bespoke).

Tax: We advise on the tax consequences of investments, particularly whether a pension scheme could be considered as trading which could result in it losing tax exemptions, and also advising on the structuring of investments for tax purposes.

Derivatives: Our industry-leading Derivatives team negotiates derivative contracts for pension scheme clients, and advises pension schemes on their regulatory compliance.

• We have reviewed and negotiated a diverse range of funds and segregated mandates sponsored or managed by a wide range of managers including the following and many other significant names:  
  • 1Sharpe
  • Aberdeen Standard Investments, Adept, AHL, Alcentra Asset Management Limited, Alliance Bernstein, Alvarium Investments, AMX, Apiary Capital, Ares, Ashmore, Asperior Investment Funds, Audax Private Debt, Aviva Life & Pensions
  • Baillie Gifford, Bain Capital, Beach Point, Bidwells, Bluebay, Bow River Capital, Brigade Capital Management, Brown Advisory
  • Capstone, Cardano, CarVal Investors, Chorus Capital, Coller Capital, CQS, Crabel, CVC Capital Partners
  • Debt Investment Opportunities, Dorsal Capital, DSAM Partners, Dymon Asia
  • Egerton Capital, EMSO Asset Management, EQT Group, Equitix
  • First Sentier Investors, First State
  • Global Infrastructure Partners, GoldenTree, GQG Capital, GreenOak Europe, Gresham, GSA Capital
  • Hayfin, Hermes Investment Management, HPS Investment Partners
  • ICG (Intermediate Capital Group), IFM Investors, III Capital, Inflexion, Infracapital, Innisfree, Insight, Invesco, Iron Park Capital Partners
  • Janus Henderson
  • Lazard, Legal & General, Lexington, LGT Capital
  • M&G, Man Group, Marshall Wace, Mercer
  • Nordea
  • Octopus, Orchard Global
  • Partners Capital, Pantheon, Permira
  • Resolution Capital, Ruffer, Russell
  • Sands Capital, Schroders, SECOR, SEI Investments, State Street, Stonepeak, Sun Capital Partners, Systematica, Systima Capital Management
  • The Carlyle Group, Tor Investment Management, TwentyFour Asset Management
  • Van Lanschot Kempen, Voya
  • Wellington, WIC Solutions