Our Solutions
As a result of our diverse experience in asset classes, products, and geography, we have a wealth of investment management and product development experience which extends significantly beyond the underlying investment mandate to include aspects such as regulation, taxation, pricing, dealing, fund administration and custody issues. We are able to manage Fund of Funds mandates (FoF), Manager of Managers mandates (MoM) and hybrid structures (i.e. a blend of both). We cover the market and have no bias to influence our manager selection and other services. We strongly believe in providing high quality unbiased opinions which drive transparent and cost effective products and services.
Multi Asset Investment Solutions
Our flexibility means we can provide multi-manager (FoF or MoM) mandates ranging from a single sector to a multi-sector, multi-regional and multi-asset-class combination. Whether we manage portfolios in their entirety, provide manager selection or asset allocation recommendations, we tailor our service to provide a total solution or complement existing multi-manager/multi-asset strategies for the short, medium or long-term as required.
We monitor all major asset classes, constantly reviewing and monitoring the whole of market. We offer a range of services from one off manager search services, to full buylist support.
Pension focused Investment Solutions
Investment Solutions gives schemes access to a whole new approach to strategy setting, implementation and monitoring service, which until now has been out of reach for all but the largest schemes. Coupled with our focus on innovation, this enables us to provide the best solutions, based on the specific needs of the ultimate client.
Working with Scheme advisers, our investment specialists provide solutions to support their clients on a journey from their current funding position towards their long-term goals. This can include an analysis of current risk exposure; help with setting objectives, advice on asset allocation, implementation of the chosen strategy and the establishment of a regime of triggers and monitoring, which allows the advisors to work with their clients to remove risk from the scheme when the time is right.
Tactical Asset Allocation
Utilising the functionality of our platform and our in-house solvency management system, we are able to monitor and implement Dynamic Asset Allocation products to provide rotation between asset classes in institutional portfolios. Tactical Asset Allocation (TAA) is a powerful strategy that increases investments in asset classes with the highest potential for appreciation and shrinks allocations to asset classes with greater potential for loss. Many investors tend to run with the pack, they raise their equity stakes when stocks are highly priced or just let their allocations drift upwards with markets. By investing in assets which have a higher short-term performance potential than the strategic asset allocation position, greater returns and lower volatility can be achieved.
We have a long-established tradition of employing Tactical Asset Allocation techniques based on a global approach. These techniques have played a key role in the development of our investment management philosophy, and over time, we have refined and developed these to stay at the forefront of this field.
Our TAA process and decisions are integral to our investment services and products.
Bespoke Client Funds
Bespoke client funds are individual and tailored to suit your requirements. They can be own branded or co-branded. Together with you, we specify the investment policy and other parameters. Investment Solutions provides the governance requirements as well as all the tasks involved in the setting up and administration of the fund, while advisors can be focused on the core elements of the value added chain: asset management advisory services and distribution.
Building bespoke client funds, our clients are able to create multi-asset class funds that enable fund and client manager changes to happen quickly and with only a requirement of reporting rather than approval. Example of this is ‘a fund of DGF funds’, which can contain as little as one fund. This solves one of the major issues our partners encounter in changing managers quickly when there is a change in view or an issue that means time is of the essence.
We offer all the components necessary to run a successful investment fund business.