Everything we do is underpinned by a clear set of values:
We are free of any conflicts of interest when dealing with pension funds, consultants and other financial services organisation. We believe that independent evaluation is essential when evaluating and monitoring investment consultants and fiduciary managers. As we do not compete with the firms we research they are willing to share detailed information with us which would otherwise not be the case.
We are the only UK organisation to focus solely on the selection and monitoring of investment consultants and fiduciary managers. This enables us to concentrate fully on developing the research depth and methodologies necessary to understand this complex area.
We have developed new approaches and solutions to assist pension funds assess their investment consultants or fiduciary managers and enhance their own decision making. We are constantly refining and customising these approaches to meet the specific circumstances of each client.
Our work delivers objective and detailed evaluation of consultants and fiduciary managers to our clients. Consequently our clients can be confident they are appointing and working with the most appropriate consultant or fiduciary manager for their needs.
It has been recognised for many years that the importance of the investment consultant or fiduciary manager to the long term performance of a pension scheme dwarfs the importance of any of its fund managers. It is therefore surprising, that at many schemes, the level of due diligence undertaken to select the investment consultant or fiduciary manager is not as robust as the due diligence undertaken to select a fund manager. Often trustees do not use any external advisers and, when they do, these advisers may not be specialists in this area, often with their core competency in pension administration.
IC Select has been established to ensure the necessary expertise to ensure that the most appropriate investment consultant or fiduciary manager is selected. An effective selection should lead to enhanced performance with improved risk control in the longer term. This will result in more stable contributions and a reduction in scheme deficits.
Roger has spent the last 14 years of his career specialising in the oversight, assessment and selection of investment advisers and fiduciary managers, initially at Blacket Research and for the last seven years at IC Select.
His earlier career was in fund management where he held senior positions as head of strategy, head of equity investments and latterly as a main board director of a major fund management company. He has a degree in Mathematics and Economics from Durham University.
Peter joined the business in October 2014. Prior to this, and for the last 20 years, he held senior positions with Scottish Widows Investment Partnership, latterly as head of the institutional business and previously as CEO of its subsidiary in Saudi Arabia.
Peter has over 35 years experience in investment management and broader financial services in the UK and overseas. He has an MBA from Edinburgh Business School, Heriot Watt University and a FT Non Executive Director Post Graduate Diploma.
A pensions and investment professional with 30 years’ experience of investment markets, fiduciary management and working with pension schemes. His recent experience, prior to joining the business in 2018, both as a professional trustee and working in fiduciary management, provides an insight into the current thinking and actions of UK pension funds and investment consultants.
He is a qualified chartered accountant, who has held senior positions across pensions and investment firms and brings a commercially pragmatic, strategic mind-set to problem solving and working with others to achieve results.