Capabilities

Institutional Solutions

We help institutional investors by building innovative and sustainable custom solutions to support ever-evolving financial, regulatory and stakeholder needs. 

How we can help 

Pensions 

Our high-conviction approach enables us to uncover what we believe to be the best global investment opportunities across asset classes. Whether your scheme is looking to enhance and manage cashflows, build growth portfolios or target impactful outcomes, our multi-expert, ESG integrated investment solutions aim to deliver long-term value while driving meaningful change for society and the environment.

Insurance 

Insurers face a unique and increasingly complex set of investment challenges – now and for the decades to come. Our scale and deep understanding of these complex challenges enable us to offer investment plans, deployment and portfolio management, whilst integrating multi-dimensional constraints – including regulatory, accounting, and ESG constraints – and frameworks.

Corporate

Corporates face various challenges, which we address with two main initiatives. First, we help establish decommissioning reserve funds and define suitable investment strategies to ensure there are adequate resources to meet liabilities and finance rehabilitation when retiring old or polluting nuclear, oil and gas, mining and industrial assets. Second, we offer modular investment strategies for strategic liquidity reserves, providing flexible solutions tailored to market conditions and specific risk profiles to support reserve growth for future investments or adverse events.

Our expertise 

Recognising your unique requirements 

We are an active, long-term and responsible partner for our clients. Our aim is to advise them on strategic topics – such as strategic asset allocation, funding schedule and risk management – and to deliver tailor-made solutions for pension funds, insurers and corporates that meet their varied requirements for sustainable, risk-adjusted returns.

Bespoke and  actively managed 

We have global reach combined with extensive experience of the challenges faced by institutions in the UK and Ireland. Our active investment approach and deep research capability develops innovative and responsive solutions across asset classes, designed to help our clients achieve their goals decades into the future. 

A powerful Responsible Investing and advisory capability

We have devoted substantial resources over time to build an understanding of the risks and opportunities presented by environmental, social and governance (ESG) factors. Our proprietary analytical approach helps us put sustainability at the heart of institutional portfolios and seek investment resilience over the longer term. At every step of the investment journey, we strive to support our clients so they can align their portfolios more closely to their sustainable convictions.

Our solutions

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Important information

Marketing communication. For professional investors only.

Past performance or achievement is not indicative of current or future performance. Performance is calculated net of fees unless otherwise stated.

Any views expressed here are those of the author as of the date of publication, based on available information, and subject to change without notice. This material does not constitute investment advice.

Investments are subject to market fluctuations and the risks inherent in investments in securities. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial investment. There is no guarantee that the performance objective will be achieved.

This document is directed only at person(s) who have professional experience in matters relating to investments (“relevant persons”). Any investment or investment activity to which this document relates is available only to and will be engaged in only with Professional Clients as defined in the rules of the Financial Conduct Authority. Any person who is not a relevant person should not act or rely on this document or any of its contents.