Our investment approach
Doing the right thing for our clients is our most important responsibility.
Our goal is to provide them with our best investment ideas and expertise:
We collaborate with our clients to help them grow and protect their assets
We use our expertise in connecting the developed and developing world to provide them with sustainable investment opportunities across multiple asset classes and capabilities.
As we aim to achieve sustainable solutions for our clients, we have fully integrated responsible investment within our investment culture and process. In our investment process, Environmental Social Governance (ESG) analysis is incorporated alongside financial analysis to quantify a company’s potential risks and returns over the longer-term.
Our investment process is characterised by structure and discipline, implemented with skill by empowered and accountable teams of portfolio managers and analysts.
Our investment framework is rigorous and repeatable:
Discipline, not fashion: Markets are cyclical, our approach is not
Research and technology-driven: We harness the strengths of our intellectual capital with proprietary research and technologies
Risk-focused approach: Our clients value our capacity to identify, quantify and manage risk across all its dimensions
Structured but not dogmatic: Our clearly-articulated process promotes cohesiveness, consistency and constant improvement
Integrated talent: Our approach is grounded in a common philosophy and shared values
Please, note that this Site is written in English only.
Categories of clients who are considered to be professionals:
Entities which are required to be authorised or regulated to operate in the financial markets. The list below shall be understood as including all authorised entities carrying out the characteristic activities of the entities mentioned: entities authorised by a Member State under a Directive, entities authorised or regulated by a Member State without reference to a Directive, and entities authorised or regulated by a third country:
Other authorised or regulated financial institutions;
Collective investment schemes and management companies of such schemes;
Pension funds and management companies of such funds;
Commodity and commodity derivatives dealers;
Locals: firms which provide investment services and/or perform investment activities consisting exclusively in dealing on own account on markets in financial futures or options or other derivatives and on cash markets for the sole purpose of hedging positions on derivatives markets or which deal for the accounts of other members of those markets or make prices for them and which are guaranteed by clearing members of the same markets, where responsibility for ensuring the performance of contracts entered into by such firms is assumed by clearing members of the same markets;
Other institutional investors;
Large undertakings meeting two of the following size requirements on a company basis:
balance sheet total: EUR 20 000 000
net turnover: EUR 40 000 000
own funds: EUR 2 000 000
National and regional governments, including public bodies that manage public debt at national or regional level, Central Banks, international and supranational institutions such as the World Bank, the IMF, the ECB, the EIB and other similar international organisations.
Other institutional investors whose main activity is to invest in financial instruments, including entities dedicated to the securitisation of assets or other financing transactions
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