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We invest for purpose
Markets are constantly moving – and when conditions change investors must rethink their asset allocation.
Our flexible and dynamic approach draws on a global opportunity set to meet the multiple, often competing objectives of our clients. The goal is to tie all investment decisions to the ultimate objective of the portfolio.
Time has shown that asset allocation decisions are the dominant driver of overall portfolio returns and multi-asset investing provides risk and return benefits that are not typically achievable by investing in a single asset class.
Our multi-asset offering for institutional investors
Our diverse clients around the world have a wide variety of investment goals and challenges to solve.
Built off a consistent investment approach and research engine, we offer bespoke investment solutions across the continuum of styles demanded by our clients, from more traditional asset allocation through the investment spectrum to benchmark-unconstrained, absolute-return strategies.
Objective-based portfolio management
Objective-based investing seeks to overcome the limitations inherent in a traditional balanced (e.g. 60/40 growth vs. defensive assets) approach. A particular outcome is targeted through a bespoke investment strategy, designed to reflect a client’s interests in terms of ambition and risk, and adopts an absolute-return mindset.
We make investment decisions with the ultimate goal of consistently delivering a particular objective or multiple objectives, while minimising the chance of failure to meet objectives.
Implemented solutions are investment products designed and overseen by the Multi-Asset Solutions team. These are implemented in-house in collaboration with our global capability set offered globally across asset classes.
Examples include the following:
- Traditional ‘balanced’ funds managed to a strategic asset allocation
- Thematic portfolios
- Inflation protection and risk reduction strategies
- Lifestyle/lifecycle modelling with ‘targeted benefit’ approach
- Diversified portfolios of alternativesObjective-based portfolio management
Advisory services are activities performed that involve providing advice and sharing the intellectual property of the team.
Examples include the following:
- Providing asset allocation and risk management advice
- Ensuring sufficient funding of pension or insurance liabilities
- Meeting spending objectives or income needs
- Incorporating tailored notions of risk and ways to de-risk
- Providing market intelligence and implementation guidance
- Testing investment ideas using our proprietary tools
- Sharing research papers and topical market updates
Whitepapers and other resources
How we are positioned for markets ahead
We explore our forward-looking return expectations and share the latest changes to our asset allocation every six months.
Research papers from the Multi-Asset Solutions team
Our experience working with institutional asset owners has given us significant insight and practical appreciation of the challenges investors face. In an environment marked by a combination of low interest rates, low inflation, low to moderate economic growth, and risk-on risk-off investment sentiments, we share our research into techniques and solutions that can help achieve long-term investment objectives.
Issue 4 – Target benefit retirement schemes
Issue 6 – Strategic asset allocation
Issue 7 – Dynamic asset allocation
Issue 9 – Why Multi-Asset?
Our corporate RI strategy is based upon three strategic pillars of quality, stewardship and engagement.
As global multi-asset investors, we partner with our clients to provide solutions that maximise the probability that they will achieve their investment objectives. We assess our client needs based on three key criteria: risk tolerance, investment horizon and return ambition level. We utilise third party monitoring services for our direct holdings.