We believe this requires a different approach to manager research. First we identify investment opportunities that we believe offer the most attractive risk adjusted return. We then partner with the best asset managers to help develop innovative products that suit our clients’ needs.
Our global scale allows us to carry out comprehensive research and engage directly with the best in class asset managers in all major markets.
We specialise in finding, researching and monitoring some of the largest asset management firms in the world. The primary aims of the manager research team are to:
- Find best value added investment opportunities net of fees around the world and across all asset classes
- Seek to deliver best investment outcomes to our clients and sustain our long-term track record of outperformance
- Focus on innovation and develop differentiated products in partnership with asset managers.
- Ensure our best ideas in our investment solutions to help deliver great outcomes for our clients
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01
Identify and isolate
We identify and isolate the best investment opportunities offering the best risk-adjusted total returns. Then we find the best in class, specialist managers who can execute on the investment opportunity. We do this by using proprietary technology to cover the full universe and free up our research analysts to identify, build exceptional depth of knowledge, and engage with asset managers capable of delivering sustainably differentiated returns aligned with our Environmental, Social and Governance (ESG) and culture selection criteria.
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02
Design
We work with specialist asset managers to design the optimal mandate to help ensure we are isolating the investment opportunity, playing to their particular strengths and maximising how it might fit with the rest of the portfolio.
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03
Value for money
We help deliver value for money, by working in partnership with asset managers so clients can benefit from our scale and intellectual capital when creating innovative new implementation options, all of which we pass through to our clients.