Our broad experience in both complex, bespoke investment structures and plain vanilla investments, coupled with our involvement in industry bodies, means we are able to provide commercially pragmatic, legally robust advice.
We have significant experience in drafting and negotiating investment management agreements (IMAs), fiduciary management appointments (including delegated consultants and implemented consultants), derivatives, repo and securities lending contracts, clearing and exchange contracts, and custody agreements.
We are familiar with all types of pooled investment vehicles for both DB and DC clients including open ended investment companies, unit trusts, limited partnerships and unit-linked insurance funds, including more bespoke “fund of one” wrappers. Our extensive knowledge of products and providers enables us to complete efficient and pragmatic due diligence.
Our understanding of all LDI structures, whether utilising pooled or segregated mandates, enables us to advise on appointments with all the major providers. Our team are highly experienced in the review and use of both agency and umbrella counterparty agreements (ISDA, GMRA and central clearing) and the negotiation of bespoke counterparty agreements.
We have deep buy-side experience in alternative asset classes including private equity, hedge-funds, infrastructure and property. Our team is regularly involved in major project work including substantial restructuring and transition projects and assists in negotiating documentation and side letter provisions for larger investments. Alongside our strength in DB investment, we have expertise in legal asset security issues in relation to DC investment platforms and frequently work with all the major insurance providers.
