The Investment Management Division works with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to help them achieve specific goals for their own or their institution's financial future.
We offer customized guidance at each stage of the investment decision, risk management, and investment monitoring process, and we partner with our clients to address every aspect of investing — from strategy, structure, and implementation to ongoing fiduciary management.
Defined benefit
MSC Group SEE provides premium-quality advice on investment strategy, risk management, governance and implementation, and global research on investment managers and asset classes. Our clients benefit from our deep global resources and flexible approach.
Defined contribution
MSC Group SEE provides end-to-end consulting and helps clients develop an investment strategy for their defined contribution plan that drives workforce and financial performance.These tailored solutions create the right outcomes to deliver business success.
Not-for-profit
MSC Group SEE is a specialist in the unique challenges facing endowments, foundations and health care organizations. Dedicated experts work with clients to develop tailored solutions for their funding needs and help fulfill their fiduciary responsibilities.
Wealth management
MSC Group SEE provides wealth management firms and other intermediaries with professional advisory services, analytical technology, and implemented solutions, all driven by our institutional-caliber manager research and intellectual capital.
Managing risk
MSC Group SEE helps clients develop a holistic risk management strategy that includes diversifying investment opportunities and considering risk-transfer options that address their specific situation, and helps them attain their objectives efficiently.
Investment opportunities
MSC Group’s Investments business is built on a global approach to research and identify the best investment opportunities for our clients, and incorporates implementation and advice across all aspects of asset-class investment.
Alternative Investments
MSC Group SEE offer a truly global and comprehensive Alternative Investments capability, providing solutions that cover private markets investment advice and delegated solutions for pension funds, insurance companies, endowments, foundations, family offices, and financial institutions.
MSC Group’s combined strengths from across our business allows us to partner with our clients to address every aspect of their investment needs, providing customized guidance at each stage of the investment decision, risk management, and investment monitoring process.
The Investment Management Division (IMD) consists of two major global businesses: Private Wealth Management and MSC Group SEE Asset Management. We work in teams to:
- Help clients navigate today’s evolving markets and identify the opportunities that shape their portfolios and long-term investment goals
- Develop and manage customized solutions for the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices
- Advise clients on how to allocate assets to meet unique objectives, addressing the dynamic market environment
- Research market ideas and build investment portfolios across a broad range of asset classes
Access to Finance
The MSC Group SEE team offers advice, either on a one-to-one basis or through our regular Finance and Investment Ready Workshops. Areas covered by the service include:
- Assessing a business’s financial position and funding requirements
- Help developing business plans, financial forecasts and other supporting information
- Help understanding the finance raising process and issues such as debt and equity finance
- Support with identifying the most appropriate finance products
- Coaching and mentoring to develop an investment proposition
- Support at meetings with lenders and investors
Introductions to suitable finance providers including NW Business Angels