TPT Investment Management (TPTIM) has partnered with MSCI to develop a risk management solution for pension schemes.
The system assesses asset risk in relation to liabilities across public and private markets. It provides detailed risk insights at both asset and portfolio levels, helping pension plans manage funding challenges using MSCI’s analytics.
This approach identifies specific risk sources, allowing TPTIM to address them directly, unlike traditional methods that merge risks into a single figure. It also measures active risk against liabilities, helping portfolio managers adjust strategies to market changes.
Additionally, the system incorporates ESG considerations, using MSCI’s climate data to assess environmental risks and investment opportunities.
MSCI head of EMEA analytics coverage Lee Phillips says: “We are pleased to collaborate with TPTIM to deliver timely and accurate analytics for integrated asset-liability risk management. MSCI’s expertise in public and private asset modelling is aligned with the needs of pension schemes seeking insight into the main drivers of risk, and facilitating risk-aware decisions on asset allocation and funding objectives. This collaboration helps support TPTIM in achieving their organisational objectives and driving growth for their clients.”
Nicholas Clapp, Managing Director of TPT Investment Management, comments: “Our collaboration with MSCI aptly represents our forward-thinking approach to portfolio management by integrating advanced risk tools and sustainability considerations with the aim of building more resilient investment portfolios.
“The solution provides our clients with detailed and comprehensive insights into total portfolio risk, significantly improving portfolio management. The partnership not only strengthens our fiduciary capabilities but also underscores our commitment to adopting innovative solutions, integrating industry-leading strategies that bring substantial benefits for our clients and stakeholders.”
