We achieve results by harnessing our extensive investment research resources. Our investment process captures the best thinking of our strategists, analysts and investment managers, which your investment manager can use to build and manage your portfolio.
We have extensive in-house investment expertise and resources – talented and experienced teams that select individual investments and funds as well as asset allocation specialists. We blend our skills with outside specialists to ensure you benefit from the best investment thinking.
We also use economic analysis from several independent groups. They inform our process as trusted advisers and we have developed relationships with them over many years. In each case their experts meet us regularly and provide written updates. These views form an integral part of the debate at our strategic asset allocation committee meetings and are shared with our investment managers.
What makes an effective portfolio
Your investment manager draws on a wide range of resources when constructing your portfolio.