He combines a wealth of practical knowledge of investment strategy, markets and managers with an Actuary’s understanding of pension scheme dynamics, journey planning and decision making. He has worked with DB and DC schemes of all sizes, as both an advisor and an asset manager, and aims to build close working relationships with sponsors, fellow trustees and providers.
In particular, Graham has deep experience in Fiduciary Management and brings a practical understanding of both the benefits and challenges inherent in such an approach to pension scheme investment. He is also very familiar with the investment aspects of risk transfer and the opportunities opening-up through consolidation.
Graham is a key part of the Ross Investment Group and is responsible for much of the thought leadership that spreads across all of the firm’s clients.
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