Our client base includes a diverse range of institutional investors, including pension funds, insurance companies, sovereign wealth funds, government funds, wealth management companies, endowments, charities and foundations. The success of our business depends critically on our ability to help our clients succeed, and to achieve and maintain a competitive edge.
Our solutions comprise:
- Advisory Investment Services: We advise on critical asset-owner responsibilities, including mission and beliefs, risk management plans, asset allocations and risk budgets, portfolio construction and selection of third-party asset managers. Our Manager Research team specialises in finding, researching and monitoring the best asset management firms in the world, covering a wide range of mainstream and alternative asset classes. We manage over $162 billion of delegated assets around the world (as of December 31, 2023), seeking to deliver lower risk, and/or higher returns.
- Funds and Strategies: We manage specialist portfolios for our clients applying an open architecture approach to alternatives, illiquid assets, credit, secure income assets and equities. We have also created a number of multi-manager portfolios via a pooled fund of funds approach, which help institutional and professional investors invest in capital markets and managers that may be otherwise difficult to access or might be too expensive.
- Fiduciary Management: Our global delegated/portfolio management group designs solutions to enable clients to delegate responsibility for implementing asset strategies, whilst retaining strategic control and decision making in areas where they add most value. Our solutions contain our best investment ideas, underpinned by extensive research and robust implementation.
Innovation permeates our culture. We strive to consistently and proactively bring our best and innovative ideas and opportunities to our clients, drawn from our extensive worldwide practice and our dedicated Thinking Ahead Group.
