Jonathan is a senior investment consultant to trustees and employers of pension schemes. He advises on our full range of investment services from strategic advice and investment manager selection to performance monitoring and trustee training.
Jonathan oversees the development of our asset-liability modelling tools and specialises in aiding trustees set strategic asset allocations. He also oversees operations within the team and ensures we continually have great processes and structures in place.
He has experience in helping UK pension schemes on their investments with particular focus on asset-liability modelling analysis and advice.
Significant experience:
- advising defined benefit pension schemes on strategic asset allocation, implementation and performance monitoring
- providing asset-liability modelling analysis and advice
- advising trustees on de-risking options, including funding-based triggers and buy-ins
Other expertise:
Jonathan has recently worked on using stochastic modelling techniques to assess the value of contingent asset backed contributions as part of funding negotiations.
He also acts as a trustee of 'The Rock' which is a Cheltenham based charity working with young people, particularly those who have become disengaged from mainstream education.
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