A new standard of platform is needed to take advantage of these developments. And that’s where Mobius comes in. We provide the investment administration expertise, coupled with the flexibility to innovate, to enable our partners to power their solutions.

As a minimum you should expect your platform provider to support:

• Investment administration
• Transition management designed to minimise cost and out-of-market risk
• Rebalancing and switching
• Manufacturing blended funds with multiple hierarchies
• Life-wrapping funds
• Daily scheme valuations

Let’s take a snap shot of the more advanced capabilities we offer to DB and DC schemes, master trusts, superfunds, fiduciary  managers and asset managers:

• Smart-rebalancing to fully automate and simplify rebalancing
• Executing de-risking strategies and trigger-point monitoring
• Manufacturing more sophisticated structures including illiquid asset classes
• Zero-fee index funds
• Structured equity solutions
• Income-paying funds
• Specialist funds range
• Life company outsourcing
• Target date funds
• To-and-through retirement solutions
• ESG reporting
• Cost disclosure reporting

Can your platform do that?
We also bring the advantage of an independent perspective (see this recent post on independence). We are the UK’s largest independent institutional investment platform, so we are completely agnostic to solutions, asset managers and consultants. This means we can deliver best in class solutions without compromise.

And don’t forget, all of our services are available within a life company wrapper and as stand-alone non-life solutions. That means we can also serve asset managers and other organisations such as mutuals and friendly societies. Whatever our clients’ objectives, we provide the investment administration building blocks to help them succeed. If you’d like to find out more, call us today.