Our investment process is designed to identify what we believe is the best possible asset allocation to meet our clients’ investment aims. This means an appropriate combination of asset types and investment approaches.
We use in-house and third party managers to choose investments to include in multi-asset portfolios.
We look for relative value as well as both non-correlated assets and non-correlated investment approaches when selecting investments for multi-asset portfolios. Where possible we use in-house capabilities including:
We also look to combine different investment approaches including:
We use third party managers where appropriate in-house investments are not available and include hedge funds, private equity and property. We carry out comprehensive due diligence and look for the following characteristics before inclusion in multi-asset portfolios:
This ensures that third party manager investment teams and approaches are consistent with the broader investment strategy of client portfolios.
* Past performance does not guarantee of future results