Retirement Funds Management

Your retirement fund represents years of dedication and disciplined saving. Our responsibility is to protect and grow those assets with expertise, integrity, and long-term vision.

We are a Kenya-registered asset manager, licensed and regulated by the Capital Markets Authority (CMA) and Retirement Benefits Authority (RBA). We provide specialized asset management services focused exclusively on retirement funds, and long-term institutional portfolios.

Our mission is clear: deliver sustainable long-term growth while safeguarding capital across market cycles.

Operating within Kenya's regulatory framework, we combine:

• Deep understanding of local markets
• Compliance with Retirement Benefits regulations
• Scheme Specific risk management
• Asset allocation insights

We structure portfolios to meet both regulatory requirements and the long-term needs of retirement fund members.

Long-Term Strategic Allocation
Retirement investing requires patience and discipline. We build diversified portfolios across equities, fixed income, property, and alternative assets to balance growth and income.

Risk-Managed Growth
Investment Growth is key when it comes to retirement security. Our disciplined risk framework helps mitigate volatility while positioning portfolios for long-term appreciation.

Active Oversight
We continuously monitor economic trends, regulatory developments, and market performance to ensure alignment with retirement objectives.

Governance & Transparency
We provide clear reporting, full compliance, and strong governance standards — because trustees and members deserve complete confidence.

Pension & Provident Fund Management
Tailored portfolio management aligned to each funds and organizations need.

Umbrella Retirement Fund Management
We manage Co-op Ufalme Retirement Fund a professionally structured umbrella retirement fund designed to offer cost efficiency, governance strength, and simplified administration for participating employers.

Our umbrella fund is structured to receive Tier II contributions in accordance with Kenya's NSSF framework, providing employers and members with:

• Flexibility in retirement savings
• Professional investment management
• Compliance with statutory requirements
• Scalable participation for organizations of all sizes

Regulatory & Trustee Reporting
Comprehensive performance, compliance, and risk reporting tailored for trustees and regulatory oversight.

• Institutional retirement schemes
• SMEs seeking umbrella fund participation
• Pension trustees
• Institutional retirement funds
• Employers managing Tier II retirement contributions

Behind every retirement contribution is a future — financial independence, family security, and dignity in retirement.

We do not chase short-term trends. We build resilient portfolios designed to endure.

Our disciplined process, regulatory compliance, and fiduciary responsibility ensure that retirement savings are managed with care, professionalism, and accountability.

Partner With a Trusted Kenyan Asset Manager
Let us help you structure, grow, and protect retirement assets with confidence. Contact us today to discuss pension fund management, umbrella fund participation, or Tier II contribution solutions.