Future-proofing your investments
A comprehensive set of solutions
We offer access to over 800 funds across more than 80 asset managers, many of which are bespoke fund solutions created for individual clients.
We cater for a wide spectrum of requirements, from vanilla through to sophisticated solutions. We invest as principal which allows us to aggregate assets and benefit from economies of scale. This structure removes hurdles to investing such as minimum investment criteria or high governance requirements.
Investment platform
We focus on understanding your schemes’ challenges and support you in meeting your objectives. With our flexible infrastructure and culture of innovation, we act as your partner to solve complex implementation challenges.
Key features of the Mobius Life investment platform
- Open architecture with access to a wide range of funds
- Flexibility to add new funds, including complex structures
- Consolidated scheme valuation available daily
- Flexible approach to the collection of fees
- Opportunity to blend funds at multiple hierarchies and create a single unit price
- Access to sophisticated strategies including private market and illiquid assets
- Ability to monitor and implement de-risking triggers
- Automatic fund and scheme rebalancing tailored to you
- Same day fund switching to minimise out of market exposure
- Efficient transition management for on-boarding new clients
- Managing fund events through flexible cashflow management processes
Defined contribution
We provide a comprehensive service to trustees and advisers of DC pension schemes, allowing them the freedom to design the solutions their members need. Our DC clients benefit from all the capabilities of our award-winning investment platform with features specifically designed to meet the needs of DC schemes. These include:
Blended funds
We have extensive experience in building and monitoring simple and complex blended fund hierarchies with a single unit price. Working alongside DC pension scheme advisers and member administrators, we help design, project manage and implement DC blended fund strategies, supporting investment thesis change.
White-labelled funds
We create scheme-specific funds bespoke to the requirements of your pension scheme, supported by member factsheets and quarterly investment reports.
Straight through processing
We work with pension scheme member administrators to enable transactions to be processed using industry wide straight through processing methods, ensuring a secure and efficient member dealing process.
Transition management
We are renowned for our ability to project manage scheme transitions, coordinating the investment transactions with the needs of the scheme administrator and supporting the scheme’s wider strategy.
Defined benefit
Our solutions are tailored to meet the needs of advisers and trustees of Defined Benefit pension schemes. Our DB clients benefit from all the capabilities of our award-winning investment platform with features specifically designed to meet the needs of DB schemes. These include:
Consolidated valuation and reporting
We create a daily valuation of your scheme’s assets, simplifying the monitoring requirements.
Funding level tracking and monitoring
We work with advisers and trustees to develop and monitor a scheme specific flight path based on pre-determined parameters.
Bespoke funds
We create bespoke growth and protection funds to meet your scheme’s specific objectives, supported by providing detailed quarterly investment reports.
Trigger implementation
Based on each scheme’s unique requirements, we implement and monitor a trigger framework to determine the best opportunities to execute asset switches.
Life company fund wrapping
We help asset managers to create life-wrapped funds, without the capital commitment and administrative burden of establishing and managing a life company. These life-wrapped investment funds offer asset managers a tax efficient solution for the UK institutional pensions market, providing an opportunity to secure higher performance returns and compete on a like-for-like basis with established life-wrapped fund providers.Key features of a life-wrapped investment fund:
- Preferred product for UK pensions market
- Tax efficient vehicle with the opportunity to recover overseas withholding tax
- Improved performance returns
- Governed and monitored within a highly regulated life company structure
- Quick, simple and inexpensive to launch
Investment administration
Our award-winning investment platform provides access to a complete suite of stand-alone investment administration services to meet the needs of your business.
Key features of Mobius Life’s outsourced investment administration:
- Allows asset managers and consultants to focus on their core competencies
- Proven expertise in the execution of investment decisions, ensuring risks are managed and clients achieve the best available outcomes
- A dedicated team of investment administration professionals focused on providing a high-quality service working alongside you
- Added security as assets are administered and governed in a robust regulated life company structure
“Mobius Life’s scale means that we benefit from far lower fund management charges than would be available off-platform.”
John Nestor, Professional Trustee – Capital Cranfield
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