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Confirmation of understanding of the conditions governing access to P-Solve’s website

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.

Client Engagement

When we engage with a client, we establish a robust investment framework that sets the basis to drive investment performance. The way we engage with a client is based on the client’s needs. In our experience, the following process has proved to be effective and provides focus and clear direction for our clients.

Define how we engage	There are a number of ways in which we engage with our clients. In consultation with the Trustees, we jointly identify the most appropriate form of engagement, given the client’s specific requirements.
Frame objectives and risk criteria	We ask questions such as: What does success look like? What would you consider to be failure? By defining quantifiable investment objectives, we know what the client wants to achieve and, importantly, how we can measure it.
Develop a strategy and prioritise	After developing an understanding of the client’s return/risk requirements, we would identify how the existing strategy can be enhanced. We then discuss and prioritise these differences with the client.
Implementation	Having agreed the key changes with the Trustees, we then review how these should be implemented, in terms of mandate, organisations, contractual issues and transition matters.