Jasdeep Hunjan CFA

Associate and Senior Investment Consultant

Jasdeep’s primary role is to provide investment advice to a portfolio of defined benefit (DB) pension scheme clients.

He advises on all aspects of their investment arrangements, including strategic asset allocation, journey planning, de-risking, and liability driven investment. Jasdeep is also a member of the LDI Research Team as well as part of a group responsible for researching various capital-backed journey planning propositions from numerous providers.


Significant experience

  • Currently advises UK pension schemes with combined assets of around £700m
  • Work includes setting long-term investment strategies, investment manager selection including LDI and Multi Asset Credit and monitoring, cashflow management, and portfolio rebalancing
  • Designing and implementing trigger based de-risking strategies, enabling trustees to meet their long-term funding objectives
  • In a previous role, advised several UK bank and insurance pension schemes (up to £5bn) on LDI portfolio construction, development of cashflow matching strategies, and regulatory capital considerations
  • Advised a multi-billion UK scheme around ongoing management of their longevity swap

Insight

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