Alternative Solutions

Providing innovative exposure to underrepresented assets with impartial implementation.

Perspective

Innovation

Sustainability

Accessibility

Introduction

Our Alternative Solutions Team partners with investors to help them overcome the governance challenges when investing in Real Assets, Alternative Credit, Diversifiers, and Private Equity across the liquidity spectrum. We have an impartial approach to implementation and integrate Responsible Investing throughout.

Areas of Expertise

Perspective 

  • Providing long-term exposure to assets which are often underrepresented in client portfolios
  • Flexible and impartial implementation across internally and externally managed opportunities

Innovation 

  • Inquisitive approach to research and portfolio construction
  • Sourcing differentiated investment ideas to pursue first mover advantage

Sustainability 

  • Multifaceted approach to Sustainable Investing
  • Targeted engagement with companies and external managers

Accessibility 

  • Providing a single point of access to multiple liquid and illiquid assets via specialist managers
  • Minimising transaction and other implementation costs

Portfolio Building Blocks

Designing Investment Solutions:

We partner with our clients to deeply understand their needs and create solutions that best meet them. We have worked with a variety of clients, such as DC Pensions and Wealth Managers. To ensure we develop the best possible solution for our clients, we engage in the following process:

  • Establish investor needs and objectives across the return, risk, and liquidity spectrum
  • Solution design
  • Refine investment toolkit
  • Portfolio and risk management
  • Ongoing consultation and relationship
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