Global Investment Solutions

A disciplined market strategy to develop an optimal asset mix
Global Investment Solutions (GIS) covers three main areas: asset allocation, currency and risk management. Asset allocation involves market analysis and valuation of equities, fixed income, cash and currencies, covering the world’s capital markets. The asset allocation team uses this analysis to construct domestic, regional and global balanced portfolios for clients in every region. Currency management specialists aim to add value through the active management of currency exposures. Risk management is central to our investment approach and is supported by proprietary, state-of-the-art risk management tools and processes.

The GIS initiative leverages traditional and alternative investment solutions, as well as sophisticated risk management into an integrated solution for clients.

Risk management – an integral part of our portfolio construction process
We strive to avoid uncompensated risk by determining which risks are likely to be compensated, and are worth taking. The asset allocation team has developed Constellation, a proprietary, state-of-the-art, globally integrated risk management system. Used at every stage of portfolio construction, this system enables our portfolio managers to manage risk through bottom-up and top-down analysis across all asset classes globally.

Active management of our currency exposures
Our currency management specialists focus on delivering value-added investment performance in global and international strategies through the active management and allocation of currency exposures. We believe opportunities to add value with active investment strategies arise when currencies deviate from their intrinsic value and when market behavior can be recognized and exploited

Investment strategies

Our balanced investment strategies include