Investment Capabilities

With more than 450 investment professionals1 based in North America, Europe and Asia, we offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.

Our investment teams share a common set of values and a commitment to delivering the investment outcomes our clients expect. Our investment approach is underpinned by a culture that is dynamic and interactive and by processes that are team-based, performance driven and risk aware.

Together, we have the size and capabilities to innovate and compete globally, while continuing our local focus in core markets. This means our clients benefit from the depth and diversity of our investment proposition. 

Investment philosophy

We believe that we can deliver strong and repeatable risk-adjusted returns for our clients through:

  • An active approach that takes advantage of market inefficiencies
  • Our global perspective advantage - the combination of macro and micro insights 
  • The appropriate allocation and management of risk.

Investment approach

Our investment approach is based on creative thinking, sharing of ideas and rigorous debate, combined with disciplined oversight. By working together across asset classes and geographies, we generate richer perspectives on global, regional and local investment landscapes.

Our macro level understanding of economies, markets and themes helps inform our investment decisions at the micro level - when we are constructing portfolios. And when we are conducting fundamental research, the information we gather from companies, government agencies and industry experts helps shape our macro views. 

This collaborative approach gives us a significantly enhanced global research platform that generates a richer source of potential investment ideas.  Our investment teams remain true to their respective styles and processes - there is no requirement for portfolio managers to subscribe to specific ideas and views. But, the pooling and sharing of research globally allows us to make better use of our collective intellectual capital. This puts us in an even stronger position to generate compelling investment ideas.

We invest in an increasingly interconnected and interdependent world.  The ability to exchange and debate investment insights in a genuinely collaborative environment enriches our teams' individual investment processes, and results in better informed investment decisions for our clients. 

Risk management

Our risk management framework remains core to our investment approach. This ensures clients' assets are managed in line with agreed objectives and parameters.

 

1As at 30 September 2016.