SYNTHESIS ENTERPRISE SOLUTIONS

Helping Institutional Investors to Achieve More

Improving Client Outcomes

Our business was founded to help investors to achieve more. We do this by providing an independent and expert perspective.

We help Institutional Asset Owners to meet their goals through improved investment effectiveness, efficiency and results.

We help Asset Managers to increase market penetration, through improved alignment of product offerings to the strategic needs of Institutional Asset Owners.

We look to directly support the governance of select enterprises through Non-Executive Director appointments, or by serving as Strategic Adviser to boards and committees, as appropriate.

ABOUT OUR FIRM

Is your DB run-on fit for purpose?

Many DB schemes are creating a surplus management problem for themselves Most don't know it yet. As run-on has become a viable option, the industry has responded. Frameworks have been launched. Documents have been produced. Meetings have been held. But look closely at most of them, and you'll find the same thing: A rebadged Journey Plan. The Journey Plan is a powerful tool. But it was built for a different problem - growing a scheme to a strong financial position. Repackagi

Introducing the DB Surplus Perspectives Questionnaire

The Questionnaire helps to facilitate constructive thinking about potential usage of DB surplus. Populate based on your own view of your scheme. No information entered is transmitted or stored. Poll opinions of individual pension trustees, professional trustees, sponsor representatives, etc., on surplus usage. Download your results via PDF and/or CSV, freely, at the touch of a button. Collate views across your organisation to uncover areas of alignment and of difference. You

The Surplus Release Illusion: Why a 50/50 Split Is Rarely a Fair One

Although 50/50 upside share of surplus seems fair, there's much more to the question.

HOW WE CAN HELP

Areas in which we add value

We bring over 20 years' experience helping boards to achieve objectives and better align risks taken with opportunities at the intersection of investments and pensions. We apply our proprietary “3D approach” - of Discovery, Development and Delivery - to your situation to resolve your particular challenge. We work collaboratively and constructively to achieve the desired outcome.

Example situations where we can help:

"Endgame Management"
New endgames including run-on - are now possible due to the presence of significant DB pension surplus. We apply our Surplus Management Framework to your situation to help balance between retaining surplus for risk management purposes and returning meaningful upside to members and the sponsor.
”Assets to insure”
DB Assets are misaligned with insurer pricing, with a risk of missing out on a future transaction due to mismatched price movements or illiquidity. Our review can help to reduce the risk of missing out.
“New product alignment”
Specialist Asset Manager looking to grow in the UK Institutional market. Using our knowledge and experience advising institutional investors, we can help to deliver a more relevant offer that is calibrated to the needs of investors.
“Align spending and risk”
A charitable foundation looking to better align a sustainable level of risk in the investments with its long-term spending ambitions.
“Join / Support our board”
Organisation would like to appoint a Non Executive Director, Investment Committee member or a Strategic Advisor to the board*

*Assessed for fit on a case-by-case basis. Depending on the situation this may be an appointment of our officer(s) in an individual rather than a corporate capacity.

SYNTHESIS ENTERPRISE SOLUTIONS

Investment. Governance. Experts.

VALUE ADDED

We believe that addressing client investment governance challenges can add significant value over time. This could act to provide additional security to members, bring forward timeframes to the endgame or provide companies with the room to redeploy capital towards future business growth.

ALL ROUND EXPERIENCE

We have worked with Asset Owners such as Defined Benefit schemes, Charities, Endowments and Foundations, and with Asset Managers, on full multi-asset investment strategy design and formulation, advice on required returns and risk to meet spending or funding goals, design and implementation of investment governance frameworks, LDI, Liquidity and cashflow matching, flight path design and implementation.

We have worked with clients of a range of sizes and financial positions including those targeting a high level of growth to solve funding challenges through to working to support the execution of derisking transactions including buyins and buyouts for fully-funded, mature plans.

NEXT STEPS

Contact us to book a no-obligation exploratory call where we can better understand the specific challenges your organisation faces and determine how we can help.

SYNTHESIS ENTERPRISE SOLUTIONS

ABOUT OUR FIRM

Is your DB run-on fit for purpose?

Introducing the DB Surplus Perspectives Questionnaire

The Surplus Release Illusion: Why a 50/50 Split Is Rarely a Fair One

Subscribe Form

HOW WE CAN HELP

SYNTHESIS ENTERPRISE SOLUTIONS

VALUE ADDED

ALL ROUND EXPERIENCE

NEXT STEPS