Investment philosophy and approach
Rigorous fundamental research is the cornerstone of our investment philosophy.
Cross-asset class view
Bottom-up equity and credit analysis is complemented by specialist teams focusing on economic and sovereign analysis, capital markets projections, tactical asset allocation, trading and currency management, technical and behavioural analysis, and other capabilities.
While portfolio managers have primary responsibility for portfolio construction and risk management, they are supported by sophisticated modelling, forecasting and scenario analysis tools, an independent investment risk team and are subject to oversight by chief investment officers.
Quantitative, index and factor strategies
Our distribution partnerships offer clients access to quantitative index and factor strategies run by Geode, a global systematic investment manager. Their centralised research focuses on advanced quantitative techniques for uncovering opportunities, harnessed in a disciplined framework driving efficient exposures.
Risk is inherent in any investment so we seeks to ensure that the risks associated with any of our investments do not exceed reasonable expectations given the potential return. We ensure proper management of trading and operational risk, and that aggregate risk which may arise from investing in a broad range of strategies is consistent with clients' objectives, firm policies, regulatory and legal restrictions.
Every risk must be understood
and adequately disclosed to the relevant investment and risk management professionals.
by experienced risk professionals is essential.
are utilised by the risk team independent from portfolio management tools.