Today, the investment landscape is global and more complex than ever with growing demands on investment returns in a low return environment. Many institutional investors are often under-resourced, especially when investing in new geographies and asset classes, and attracting and training specialized in-house investment talent is time-consuming and expensive.
Our team has provided fiduciary management and customised solutions for institutional investors across the globe since 2001. These solutions have ranged from global, diversified portfolios to more specialised co-investments and direct investments across traditional and alternative asset classes.
Some of these strategies include:
- Listed market securities and thematic portfolios
- Hedge funds
- Private equity
- Commodity and energy assets
- Fixed income and alternative credit strategies
- Real assets (such as timberland and farmland investing)
- Insurance linked securities
- Socially responsible investment mandates
- Real estate
We pride ourselves on the premise of working with institutions to create best-in-class investment programs to meet their long term investment goals by providing education and training, through fundamental asset diversification and innovative investment selection, that complement their internal resources.
We also provide operational, accounting and legal expertise and support a variety of back office and business support functions as part of our fiduciary management services.
Our mission is to help institutions meet their investment objectives by providing them with independent, unbiased and conflict free, and transparent investment solutions and the operational support they need to manage their investments.
Questions for trustee boards:
- How effectively do you manage the investment decisions concerning your institution?
- Are you paying a fair price for investment services?
- Are you considering the full set of investment opportunities required to meet your investment objectives?
- Does the board have a requirement for additional fiduciary oversight?
- Do you have experienced and expert resources when evaluating new investment opportunities and markets?
- Is there a need for better risk measurement and aggregation?
- Are you legally liable for failure to take care and objectivity with regards to investment decisions?
- Does your governance structure allow for fast implementation and decision-making?