Nearly50years of innovation
We have been developing and delivering innovative investment solutions for a diverse range of clients, from institutions to multi-national corporates to private individuals.
Our presence in25countries
around the world, managing a total of about US$411 billion for over 2.3 million investors*.
* As of 30 September 2017
Our team of400investment professionals
is scattered across the globe, working tirelessly on deep and comprehensive research to deliver rich and detailed insights on the companies and assets that are worth investing in.
Building better futures
Our institutional teams are dedicated to executing bespoke solutions for our clients. We offer fundamental active, index and factor-based equities, active fixed income, multi-asset, real estate and alternatives investment strategies. Clients benefit from our Solutions Design Team, who combine advance proprietary investment capabilities and third party solutions to provide the best solution for our clients.
What sets us apart
We believe our clients value us for the following characteristics:
The depth of our research along with solutions design capabilities enhances our ability to meet clients' specified objectives.
Our business evolves through a commitment to constantly improving the ways we meet our clients' needs.
We combine advanced proprietary research and technology with people that make finding opportunities a repeated success factor.
Being privately-owned means that we take a long-term view in building our business and acting with the highest standards of integrity.
Our distribution partners
In addition to our own investment capabilities, institutional clients also benefit from exclusive access to two leading asset management companies in the US: Fidelity Institutional Asset Management (FIAM) and Geode Capital Management.
Fidelity Institutional Asset Management (FIAM)
FIAM is the institutional business of Fidelity Investments, a privately-owned financial services firm. They provide expertise in a range of asset classes, including fixed income (global and US) and equities (global, US, global small cap and emerging markets).
Geode Capital Management
Geode Capital is a global asset manager providing efficient exposures and systematic investment solutions across multiple asset classes. They offer alpha-generating and beta-tracking strategies, and use advanced quantitative investment techniques.