Investment Approach

Our investment strategy means that we add value by providing sound financial planning whilst putting in place a suitable investment solution that meets your objectives.

We ensure that your investments are managed efficiently and consistent with your investment time horizon and your risk profile.

Your investments will be automatically rebalanced to ensure their ongoing suitability to fit your objectives and needs.

Our investment philosophy is based on three key areas;

1. Asset Allocation

Academic research has proven that it is asset allocation that provides the greatest returns as opposed to stock picking or attempting to try to time the market. Asset allocation is about getting the right mix of assets such as cash, gilts, fixed interest, property and equities.

2. Diversification

You cannot rely on a single asset class to provide consistent returns, but by taking a diversified approach across a range of asset classes we can increase the returns whilst at the same time reducing the risk. This approach reduces volatility so portfolios experience smoother and more consistent performance.

3. Comprehensive Research

The Integrity Pensions & Investments Investment Committee (IPIIC) consists of experienced professionals who meet on a regular basis so that we can ensure our investment proposition is right for you. We continually research the market to find the best opportunities for your needs.