First, a centralized portfolio and investment strategy
We develop investment guidelines based on the risk/return profile agreed upon with the client. Throughout this process, there is a continuous dialogue with the client about market trends to achieve an active investment strategy. Once that is defined, we move forward to strategic portfolio building and disciplined execution.
Top-down approach to portfolio allocation
Dedicated, in-house Portfolio Management functions oversee top-down planning, including asset allocation and risk-return management, to achieve the desired portfolio characteristics defined jointly with the Investment team.
Bottom-up approach to single asset selection
The Investment teams identify opportunities guided by the top-down framework and ensure a constant feedback loop between the pipeline and investment framework to achieve consistent implementation of the mandates.