Critical to the construct of our solutions is the integration of Responsible Investing and our impartial approach to implementation. Impartial implementation involves blending the best of active, thematic, smart beta and passive investments, internally or externally managed, in one integrated portfolio to maximise the probability of achieving the investment objectives.
We explicitly underwrite/score each investment considered, based on Four Key Factors:
- Terms & Conditions
Areas of Expertise
- Providing long-term, thematic exposure to assets often underrepresented in client portfolios
- Real Assets, Alternative Credit, Diversifiers
- Inquisitive approach to research with disciplined impartial implementation
- Thoughtful integration of Responsible Investments
- Sourcing differentiated investment ideas, including Illiquid Alternatives, to pursue First Mover Advantage
- Minimising transaction and other implementation costs
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