Investment Strategy for a Social Security Board

Hudson Financial Consulting Ltd. conducted a comprehensive diagnostic review and revision of the Investment Strategy of a social security organization. The client recognized that to remain financially viable, it needed to reform its investment portfolio policies and priorities. In line with their request to recommend best practices in investment strategies, we performed a gap analysis which provided a framework that emphasizes risk-adjusted returns by defining the organization’s risk tolerance and supporting policies. We engaged with key stakeholders to determine the appropriate risk parameters for investment considerations to achieve the client’s institutional objectives and investment outcomes. Having completed a rigorous analysis, we recommended new policies and procedures, as well as an appropriate organizational structure and human resources for key positions. This new strategy will support the organization’s long-term sustainability as it delivers on its critical mandate.