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By clicking on “I accept” and accessing and using the P-Solve website (“this Site”) you agree to be bound by all terms and conditions contained and/or referenced herein. If you do not agree, you should not use this Site. In particular, you acknowledge that this Site is intended solely for the provision of information to, and the consideration of, professional clients and not for retail clients. While the information is believed to be accurate, no reliance should be placed upon it and it should not be considered to constitute investment advice nor is it presented as suitable for your specific investment needs.

P-Solve's Risk Management Solutions business provides derivative solutions and advice. Financial derivatives are not suitable for all investors. Losses may be substantial and may exceed the amount invested.

The information provided in this site (“the Content”) does not constitute an offer, solicitation or recommendation to acquire or dispose of any investment or to engage in any other transaction. This Site is not directed at or intended for publication or distribution to any person in any jurisdiction where doing so would result in contravention of any applicable laws or regulations. It is the responsibility of the individual user to consider his or her legal and regulatory position in the relevant jurisdiction, the risks associated with trading such products and to ensure that the use of the Content and the subsequent making of any investment does not contravene any such restrictions or applicable laws and regulations of any jurisdiction. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific security, index, report, opinion, advice or other Content.

Please note that not all of the funds, products or services described on this website are available in all jurisdictions. In particular, the information herein, unless specifically indicated otherwise, does not constitute an offer to sell or the solicitation of any offer to buy securities in the United States of America to, or for the benefit of, United States persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof). P-Solve is not registered under the USA Investment Company Act of 1940. Interests in P-Solve funds are not registered under the USA Securities Act 1933 and, therefore cannot be offered for sale in the USA, its territories, possessions or protectorates under its jurisdiction, nor to nationals, citizens or residents in any of those areas.

Asset Managers

How is P-Solve creative for Asset Managers?

We understand clearly the challenges faced by asset managers. Typically, the key focus is how to raise assets into more profitable product lines. In achieving this, it is often necessary to engage with consultants and institutional investors.

Analytics

The management of the asset management business needs to understand the effectiveness of the products they offer, how they compare to the competition, and what portfolio risks are being run. We are able to help in all these areas.

It can also be necessary to consider how best to build a product, if not all the existing skills exist within the organisation.

Finally, the research process, within equity and debt managers in particular, may need help in understanding the nature of corporate pension risk, in order to factor this into research more effectively. The P-Solve Group can help in all of these areas.

We also use our specialist knowledge and wide ranging expertise to advise asset managers on understanding the UK pension scheme market to help better target their products and marketing efforts to this segment of investors. We can align this with support in engaging with consultants and asset managers, whether through our database or direct contact.

A key issue in engaging with potential investors is to understand how products will be viewed. Our analytical tools, including the Manager Evaluation Tool (MET) and Universe Evaluation Tool (UET), can provide valuable insight into how the product behaves and how strongly it stacks up against the competition. These can help business managers and investment managers alike to focus resources on marketing products that are effective and to understand how to improve weaker products.

These services are provided through our CAMRADATA business. For more information, click here.

Derivatives

In addition, we can use our derivatives skills and experience to assist managers in structuring, pricing and implementing derivatives across a range of asset classes, where these are appropriate in the design and construction of a relevant product. We can act as an independent trading desk to ensure that the managers achieve the most cost effective and pragmatic solution to their needs.

We are able to use our knowledge of the pension scheme markets to advise equity and debt managers to help them understand the impact of pension schemes on companies balance sheets. This information, on a wide range of UK and European companies, allows the managers to make a more informed decision on investments in the company.

These services are provided through our Risk Management Solutions business (RMS). For more information, click here.

Please note that in order to manage potential conflicts of interest, P-Solve Asset Solutions (which advises institutional clients on manager evaluation and selection, among other things) does not provide advice to asset managers.