Investments and Services
Overview

We offer a wide range of investment products and services from boutique-like capabilities delivered through a global structure.

Equities

Equities offers a full spectrum of investment styles with varying risk and return objectives. It has three investment pillars with distinct strategies, including Core/Value (portfolios managed according to a price to intrinsic value philosophy), Growth (portfolios of quality growing companies that we believe to be undervalued in the market) and Structured (strategies that employ proprietary analytics and quantitative methods, including passive).

Fixed Income

Fixed Income offers a diverse range of global, regional and local market-based investment strategies. Its capabilities include single sector strategies such as government and corporate bond portfolios, multi-sector strategies such as core and core plus bond, and extended sector strategies such as high-yield and emerging market debt. In addition to this suite of traditional fixed income offerings, the team also manages unconstrained fixed income, currency strategies and customized solutions.

Global Investment Solutions

Global Investment Solutions offers active asset allocation, currency, multi-manager, structured solutions, risk advisory and strategic investment advisory services. It manages a wide array of regional and global multi-asset investment strategies across the full investment universe and risk/return spectrum, structured portfolios, convertible bonds and absolute return strategies. Through its risk management and strategic investment advisory services, it supports clients in a wide range of investment-related functions.

Alternative and Quantitative Investments

Alternative and Quantitative Investments has two primary business lines – Alternative Investment Solutions (AIS) and O’Connor. AIS offers a full spectrum of hedge fund solutions and advisory services including multi-manager strategies. O’Connor is a key provider of single manager global hedge funds.

Global Real Estate

Global Real Estate actively manages real estate investments globally and regionally within Asia, Europe, Switzerland and the US, across the major real estate sectors. Its capabilities are focused on core and value-added strategies but also include other strategies across the risk/return spectrum. It offers direct and indirect investment, multi-manager and real estate securities strategies.

Infrastructure

Infrastructure and Private Equity manages direct infrastructure investment and multi-manager infrastructure and private equity strategies for both institutional and high net worth investors. Infrastructure Asset Management manages direct investments in core infrastructure assets globally. AFA Infrastructure and AFA Private Equity construct broadly diversified fund of funds portfolios across the infrastructure and private equity asset classes, respectively.

Fund Services

Fund Services, the global fund administration business, provides professional services, including legal set-up, reporting and accounting for retail and institutional investment funds, hedge funds and other alternative products.