Pension Fund Investment management
We offer individualized asset management services to pension funds. The pension fund's assets are invested so that they have two positive effects on the future. On one hand, they should generate a long-term yield in line with the market; on the other hand, they should help shape the real economy in a positive manner.
Adopting a long-term perspective and looking at opportunities and risks comprehensively is essential for pension funds. It is precisely this approach that we take in the selection of companies in which we invest pension fund assets. In addition to analyzing the financial soundness our analysts also take into account the environmental and social sustainability of each of the companies in which we invest. The aim is not only to achieve a fair market return but also to preserve and promote a sustainable quality of life.
With pension funds seeking attractive risk-adjusted returns in a low-yield environment, we can offer you a range of equity, fixed income and multi-asset capabilities and characterized by strong risk management. Pension funds are looking for solutions enabling them to match a dual objective over the long term: liability matching and search for returns. In the current economic and financial environment, pension funds are facing additional challenges, such as ageing populations, regulatory evolutions, which makes this dual objective harder to achieve.
It is our local, on-the-ground presence that enables us to meet the needs of the pension fund trustees and ultimately members. Our investment teams understand the challenges you face in our domestic market. And they will work closely alongside you to propose products and services that are right for your particular requirements as well as the prevailing market and local regulatory regulations.
Equity portfolio management
Our equity portfolios aim to deliver long terms returns that exceed their benchmark through disciplined bottom up stock selection.
We offer a range of strategies across the risk/return spectrum designed to meet a broad range of investor needs, employing two distinct, yet complementary investment approaches – Behavioural Finance and Research driven.
Our approach to Behavioural finance:
We believe that attractively valued high quality shares with positive momentum outperform the market due to pricing anomalies caused by persistent and identifiable investor behavioural biases. We select individual shares that have one or more of the Value, Quality and Momentum characteristics. This combination in a single portfolio can increase the likelihood of outperformance on a more consistent basis through different market cycles and over the long term.
Our approach to Research Driven:
Our research analysts seeks to identify attractive shares based upon three drivers of price – intrinsic value, quality and catalyst. This creates an information advantage giving us the potential to deliver strong investment results for our clients.
Fixed portfolio management
Our fixed income strategies seek to capitalize seek to capitalize all sources of fixed income return by allocating across the fixed income spectrum to provide long term absolute return where required. Our absolute return methodology is based on a disciplined, relative value oriented, risk controlled process. We seek to maximise total return by investing primary in high quality debt securities across multiple sectors.
When investing in government securities we aim to provide low volatility, low risk returns.
Our solutions also look at liability funding profiles, financial objectives and risk tolerances.
We use a combination of fundamental bottom up research, relative value analysis and technical factors to identify opportunities.