We'll build you a portfolio
Once we know a bit about you and your investing goals, we'll build a personalised portfolio with a risk level and investment mix that fits each goal. And if you would like to adjust that, you can.
Once we know a bit about you and your investing goals, we'll build a personalised portfolio with a risk level and investment mix that fits each goal. And if you would like to adjust that, you can.
Our investment process has evolved over decades and has been tested in virtually every market environment. It integrates insights from our cyclical forums, which anticipate market and economic trends over the coming six to 12 months, and the annual secular forum, which projects trends over the coming three to five years.
These top-down views are complemented by bottom-up perspectives from specialists and quantitative analysis of individual securities and portfolio construction. The Investment Committee, which is composed of senior investment professionals, drives decision-making daily.
Our investment team is comprised of 220+ regional and specialist portfolio managers and 201+ analysts in general, that use our rigorous bottom-up analysis and top-down guidelines to help target the most attractive opportunities for our client’s portfolios.
Our research analysts are industry sector specialists, who draw on our proprietary risk management technology, a highly skilled trading desk, and four decades of industry-leading investment expertise to gain a deep understanding of securities across the globe and capital structure.