Challenges you face
Most Diversified Growth Funds (DGFs) do not properly diversify
The return outlook for traditional assets is challenging
Building a truly diversified portfolio can be too complex
Solutions that count
Access a wide range of investment opportunities beyond the mainstream
Material use of alternative investments to generate returns
Our open architecture approach allows us to invest with specialist managers
Meeting your needs
Only our top-rated managers
Custom mandates to access our best ideas
Diversify return drivers to manage risk
Dynamic portfolio management to capture market dislocations
= Maximize long-term investment performance through all market conditions
Our differentiated approach:
Many diversified growth fund managers use their in-house investment capabilities to implement the allocations to different asset classes; it is rare to find skilled teams across the whole investment spectrum in a single firm. Our independence and vast manager research resources mean that we can access highly skilled investment managers in specialist areas across all asset classes.
Ideas and innovation
An overreliance on daily liquid funds can encourage the exclusion of many alternative investments and their portfolio benefits. We believe such assets are an attractive source of returns in a lower-for-longer environment. Material inclusion of alternative betas in a multi-asset solution will make portfolios more robust when market conditions are challenging.
Value for money
We often find that the majority of returns generated by diversified growth funds are from equity and credit market returns. You should not overpay for the market beta. We believe in seeking differentiated exposures and paying fees commensurate with the benefits they bring.
Time and expertise
In addition to our significant global research resources which hunt down great investment ideas for our portfolios, we have an experienced portfolio management team that acts decisively to introduce new ideas to our portfolios and apply ongoing dynamic portfolio management to reflect changing market conditions.