Our Investment Approach
Our approach brings the world's leading managers and strategies together—in a diversified, adaptive and efficient portfolio—aimed at achieving investors' goals.
Leading Investment Managers
The search for leading managers starts with, well, nearly all of them.
We take a global, "best-of-breed" approach to manager research, with researchers strategically placed around the world, searching for future outperformers. Our process, refined over almost five decades, is rigorous, ongoing, and has ultimately been effective.
As of 30 September 2024 unless otherwise stated.
ALIGNED TO INVESTOR GOALS
Our globally consistent approach ensures we remain focused on helping investors achieve their goals.
Every investor is unique. Whether it's a tailored solution to ensure your plan is fully funded, or the steady income to fund a great life after work, our approach ensures we remain focused on helping investors achieve their goals.
It starts with the investor:
What balance of assets offers the highest likelihood of reaching the goals?
What is the best way to access those assets?
What is the most efficient way to implement?
How should we optimize over time?
INTELLIGENTLY DIVERSIFIED
The future is uncertain, we focus on making the most of it.
Our approach to asset allocation and diversification is based on one simple insight. No one asset class or style always outperforms. No single manager is great at everything. History repeats this story time and time again.
This insight informs our diversified approach. Our expertise extends well beyond traditional stocks and bonds, with extensive expertise in non-traditional asset classes including infrastructure and private equity—140 asset categories in total.
We draw on this expertise to design an asset allocation, stress-testing across 5,000+ possible scenarios to help ensure it offers the highest likelihood of reaching your goals.
Bringing together specialist expertise globally in:
15
Factors
30+
Sectors
140
Potential asset classes
16K+
Manager products
220+
Investment styles
All
Major asset classes
Statistics as of 30 September 2024. For illustrative purposes only.
REAL-TIME ADAPTABILITY
When uncertainty strikes, we're ready.
A portfolio that can't respond rapidly to new information is exposed to additional risk.
We have the ability to respond quickly and insightfully. With professionals in every major timezone, we monitor investment markets day and night. When it's time to act, our internal trading desk can implement trades around the clock—potentially protecting portfolios before local operations start their day.
Responding to major events
Monitor
Monitoring investment markets day and night.
Analyze
A robust process to help ensure decisions are sound.
Act
The ability to efficiently implement trades around the clock, through our internal trading desk.
SUSTAINABLE INVESTING
We reflect what matters most to you.
Our multi-manager open architecture approach is at the core of what we do. As a global investment platform, we offer sustainability expertise and a unique suite of direct investing tools and solutions to build investment portfolios that reflect what matters most to you.