Investment capabilities
Designed to perform
Our investment capabilities are powered by experts with the curiosity to ask better questions for a holistic perspective that helps our clients thrive in an evolving world.
Investment expertise designed to meet client needs for Financial Intermediaries
Our investment capabilities harness the power of our research to meet a full range of client needs, never losing sight of our ultimate goal: to deliver better outcomes.
Equity
Investing across geographies, styles, capitalisation size, sectors, and approaches—backed by an investment ecosystem that’s always on.
Fixed Income
Addressing clients’ needs for capital preservation, diversification, growth, and income, driven by insights from free-thinking experts who are encouraged to explore original ideas.
Multi-Asset
Powered by quality to go beyond diversification to unlock potential and find more opportunities to help our clients meet their diverse goals.
Private Equity
Staying connected to the next generation of companies through established relationships with thought leaders and a deep understanding of specific industries.
Qualified Institutional Investors ONLY
Private Credit: Oak Hill Advisors, L.P. (OHA)
Employing a rigorous, fundamental, value-based approach to credit investing that seeks to generate strong performance through our subsidiary Oak Hill Advisors (OHA).
Target Date Solutions
Leveraging active and active/passive blends that are uncompromising on risk with the aim to deliver strong results and help clients feel retirement certain.
Impact Investing
Offering equity and fixed income investments that pursue a dual mandate of positive environmental or social change alongside long-term benchmark outperformance.
Better investment decisions begin with our active management approach
With a principled commitment to client success, we aim for strong long-term investment results, through any market environment. So, our clients can feel more confident they’re in the best position to meet their goals.
Our investment approach
Experts equipped with a world of information
Experienced professionals operating around the world are supported by broad and innovative sources of information, giving them an information edge as they seek out opportunities wherever they may be.
Curiosity driving better questions
Curiosity powers us to dig deeper and uncover insights that others might miss. Our culture demands we challenge each other’s thinking and drives a deep understanding of the companies, economies, markets, and trends to help make better decisions.
Dynamic, holistic view
We push past common narratives and develop differentiated ideas by synthesizing insights and identifying patterns. Rigorous research intersects with creative thinking to provide a more comprehensive view of the investable universe and position portfolios for long-term success.
Leadership to guide clients through any market environment
See how curiosity can guide your investments
About Us
Learn more about our firm and the benefits of partnering with us to help you thrive in an evolving world.
Important Information
All data as of 31 December 2024 unless otherwise stated.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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