Bespoke Fund Solutions
Our clients benefit from a huge range of options, delivered through our established relationships with more than 70 fund managers, and around 500 funds already on our platform.
We're also agile enough to expand that range if needed. Whatever investment vehicle you need, or however many fund managers you want to work with to make up your blended fund strategy, we’ll help you achieve it.
Working closely with clients and consultants over many years, we’ve designed our fund offering to always provide access to the latest investment strategies. Today that gives you access to the Target Date Funds (TDFs), Exchange-Traded Funds (ETFs), ESG funds, Liability-Driven Investments (LDI), illiquids and non-daily dealt funds that will help you create investment strategies that work for you.
Because we understand that change happens, our aim remains to help our DC, DB and Master Trust clients have access to the funds they require, when they need them.
Responsible investing
There's an increasing demand in today's investment landscape for access to funds using a responsible investment approach. We've been offering access to ethical investing since 2014, with the consistent aim of providing exciting and innovative fund opportunities and staying up to speed with the latest thinking.
Since we extensively and continually research the responsible investment universe, we bring you access to traditional managers’ offerings as well as those from managers with little or no exposure to the DC pension market.
Illiquid and non-daily dealt funds
Schemes are increasingly looking to invest in less liquid private market assets, which have the potential to deliver higher investment returns and better long-term outcomes for savers.
Those investments can be challenging for investment-only platforms, which is why we’ve already enhanced ours to make sure we have the capability and functionality to meet that demand. Just one example of how we continually look ahead to anticipate and meet your demands.
Exchange-Traded Funds (ETFs)
We were the first DC platform to offer institutional investors access to ETFs, and we've continued to invest in our ETF and ETC capability to provide fund strategies not available through standard mutual funds.
Our ability to blend Exchange-Traded Funds (ETFs) with other funds lets you design tailored and diversified funds appropriate for trustees and their members.
Liability Driven Investment (LDI)
DB schemes rely on robust LDI strategies to manage liability risks and invest efficiently before buyout. Our platform can effectively manage these strategies on a day-to-day basis, including collateral waterfalls for cash calls, so you can focus on achieving your long-term goals.
We also work with the wider Phoenix Group to provide bridge-to-buyout solutions, supporting you to deliver long-term security for your members.
Fund search
Funds listed on the CIS Fund Hub represent our core fund offering; they do not include every one of the c.500 funds available on our platform. We work with more than 70 fund managers and continually review our fund list to make sure it continues to meet your investment needs and offers access to different asset classes and fund managers.