Asset Management for Pension Funds, Trustees, Charities
Managing pension assets demands institutional discipline and the highest fiduciary standards. Verity Capital delivers institutional-grade portfolio design and discretionary execution that balance growth, income, and downside protection—aligned to your funding level, liability profile, and risk tolerance. We’re independent and ex-Global Markets: open-architecture access across issuers and custodians, rigorous risk controls, and transparent fees. Trustees get clear governance, measurable outcomes, and efficient implementation.
What do we do ?
Institutional investment expertise:
Multi-asset portfolio design for DB/DC schemes and trustee-led vehicles.
Open-architecture manager selection and competitive RFPs across the street (no captive shelf).
Portfolio optimisation & risk management
Institutional Investment Expertise: Leverage experience in managing large-scale portfolios
Utilize advanced strategies to balance growth and income. Aim for returns that align with the fund’s risk tolerance and long-term obligations. Focus on downside risk mitigation
Liquid + Alternatives (bespoke mandates)
Core liquid building blocks (equities, investment-grade/short-duration credit, Funds
Managed accounts in Private Equity, Private Credit/Direct Lending, Hedge Funds (subject to eligibility)
Governance, reporting & cost transparency
Trustee-friendly reporting: funding-level lens, risk metrics (volatility, VaR, drawdown), look-through exposures
Negotiated custody/execution fee efficiencies; full cost look-through
Frequently Asked
Questions
Do we need a discretionary investment mandate?
It’s the most time-efficient approach for trustees: we implement within agreed asset-allocation and risk limits, monitor daily, and reduce admin while keeping you fully informed.
Can you run segregated or managed-account mandates?
Yes. We implement segregated sleeves and managed accounts—including Private Equity, Direct Lending and Hedge Funds—with pacing plans and liquidity management. Eligibility/capacity vary.
Where are our assets held?
In the scheme’s name at approved banking partners/custodians. We manage the mandate; we do not hold client assets on our balance sheet.
What reporting do trustees receive?
Quarterly/Monthly packs with funding-aware performance, risk metrics, look-through exposures —concise and decision-ready.
What alternative investments can I access—and what are the minimums?
- Subject to eligibility and suitability, we offer open-architecture access to a curated range of alternatives: Hedge Funds, Private Equity, Private Credit, Co-Investments, select pre-IPOs, Structured Notes. Availability, terms, fees and capacity vary—and may be limited. We focus on manager selection, fee transparency. Where possible, we secure institutional terms through our relationships. Alternatives are higher risk and often illiquid; eligibility and jurisdictional rules apply.
What’s the minimum to work with you?
We work with a select number of clients. Our typical minimum to initiate a relationship for a Pension Fund, Trustee or Charity is $5 million (or currency equivalent). That said, we’ve made exceptions in the past where clients have engaged with us through specific investment opportunities or where there was strong alignment and long-term potential. We approach each relationship individually—with discretion, flexibility, and focus on value creation.
