Organization structure

We offer a wide range of innovative investment products and services delivered through a global structure. Our approach combines the expertise of our investment professionals with sophisticated risk management processes and systems, helping us provide clients with products and services that meet their needs.

Our business is organized around our investment areas, services, regions and business support functions. The investment areas comprise Equities, Fixed Income, Alternative and Quantitative Investments, Global Real Estate, Global Investment Solutions and Infrastructure.

Organization structure

Equities covers a range of styles and capabilities that meet a wide spectrum of client risk and return requirements. Styles include actively-managed core/value, systematic value portfolios as well as, quantitative, passive and growth strategies.

Fixed Income offers a diverse range of global, regional and local market-based investment strategies.

The basis of our actively-managed Equity and Fixed Income strategies is our proprietary fundamental research. This is carried out by a team of some 150 equity and credit analysts around the globe, who analyze more than 1,700 companies each year. Our quantitative strategies utilize proprietary models. All portfolios employ our sophisticated in-house risk management tools and processes.

Alternative and Quantitative Investments has two business lines – a multi-manager or fund of hedge funds business and a single specialist manager business. The multi-manager business constructs portfolios of hedge funds (operated by third party managers) to give clients diversified exposure to a range of hedge fund strategies. The single manager business is under the O'Connor brand, a key hedge fund specialist.

Global Real Estate invests in properties in Europe, Japan and the US and in publicly traded real estate securities worldwide. It actively manages investments in property, including office, industrial, retail, multi-family residential, hotel and farmland real estate.

Global Investment Solutions covers asset allocation, currency and risk management. It manages a wide array of domestic, regional and global balanced portfolios, currency mandates, structured portfolios and absolute return strategies. It aims to deliver portfolios that manage risk exposures in three dynamic dimensions: market, currency and security selection. In addition, the team supplies risk management and portfolio construction tools to our portfolio managers.

Infrastructure originates and manages both listed infrastructure securities and direct investment funds. Examples of infrastructure assets are toll roads, airports, utilities, water, power generation, gas networks, fuel storage facilitates, transmission towers, schools, leisure and healthcare facilitates.

We also have a global fund administration business known as Fund Services which provides professional services from legal fund set up to full reporting and institutional investment funds as well as for hedge funds.