Simon Cohen is a Professional Trustee, an experienced pension investment actuary and is the Chief Investment Officer at Dalriada. Simon deals with a range of pension scheme clients with assets of up to around £300m on investment matters, including asset strategy and manager selection.
He has experience of a wide range of investment work including strategy setting, manager selection and liability hedging. He has been involved with implementing asset-backed contribution structures and liaising with companies on integrated de-risking.
Simon has a particular focus on investment strategy and the use of asset liability modelling when setting such strategies.
Simon is Accredited as a Professional Trustee by the Association of Professional Pension Trustees.
Simon joined Dalriada in 2015. He entered the pensions industry in 1994 and became a Fellow of the Institute and Faculty of Actuaries in 2000. He is a member of the investment committee of the Association of Consulting Actuaries (ACA). He has worked for three major investment consultancies holding senior roles in both investment consulting and management positions.
Recent blog posts
Conflict in the Middle-East - should trustees be concerned?9th January, 2020
Getting to Grips with Managing Schemes' Investments14th December, 2018
The CMA Investment Consultants Market Investigation24th August, 2018
Achieving value from your pension scheme investment consultants8th August, 2017