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Pension Fund Portfolio Strategy: On-Demand Global Investment Research and Risk Management Support

Investment Banking
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Business Situation 

A large pension fund with a diversified global portfolio faced mounting pressure to deliver consistent returns to its beneficiaries while navigating complex macroeconomic conditions. With in-house teams already stretched thin, the fund required external expertise to: 

  • Conduct in-depth global market and sector research 
  • Provide valuation support for listed investments 
  • Strengthen risk management and scenario analysis 
  • Ensure compliance with investment policies while maintaining cost-effectiveness

SGA Approach

Initial Setup 

  • Designed a customized research framework aligned with the funds investment policy and long-term objectives 
  • Identified key global sectors and geographies with strong growth potential for capital allocation 

Execution Phase 

  • Conducted bottom-up equity research covering company financials, valuation multiples, and earnings forecasts 
  • Delivered macro and sector-level research notes, highlighting risks, opportunities, and asset allocation strategies 
  • Developed risk-adjusted return models and scenario analyses for different economic cycles 

 

Ongoing Engagement 

  • Produced quarterly performance attribution reports with actionable insights 
  • Provided investment committee support, drafting presentations and briefing notes to aid decision-making 
  • Acted as an on-demand research partner, scaling resources during peak decision-making periods 

Key Takeaways

  • Stronger Decision-Making: Enabled the pension fund to allocate capital more effectively across global markets 
  • Risk Management: Improved downside protection by integrating scenario-based stress testing into investment decisions 
  • Operational Leverage: Reduced the internal research burden, allowing the clients investment team to focus on portfolio strategy 
  • Long-Term Value: Delivered consistent, data-backed insights that helped safeguard beneficiary interests and improve portfolio resilience 

Related Tags

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About SG Analytics

SG Analytics (SGA) is a leading global data and AI consulting firm delivering solutions across AI, Data, Technology, and Research. With deep expertise in BFSI, Capital Markets, TMT (Technology, Media & Telecom), and other emerging industries, SGA empowers clients with Ins(AI)ghts for Business Success through data-driven transformation.

A Great Place to Work® certified company, SGA has a team of over 1,400 professionals across the U.S.A, U.K, Switzerland, Poland, and India. Recognized by Gartner, Everest Group, ISG, and featured in the Deloitte Technology Fast 50 India 2024 and Financial Times & Statista APAC 2025 High Growth Companies, SGA delivers lasting impact at the intersection of data and innovation.

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