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 wide spectrum of active investment strategies with varying risk and return objectives. These are delivered by distinct investment teams, each with dedicated research and portfolio construction resources, which are organized around regional capabilities and styles: Global, US, Europe, APAC & Emerging Markets and Growth. Strategies include core, unconstrained, long-short, small cap, sector, thematic and other specialized strategies.

Fixed Income

Fixed Income offers a diverse range of active 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, indexed, currency strategies and customized solutions.

Structured Beta & Indexing

Structured Beta & Indexing offers indexed, alternative beta and rules-based strategies across all major asset classes on a global and regional basis. Its capabilities include indexed equities, fixed income, commodities, real estate and alternatives with benchmarks ranging from mainstream to highly customized indices and rules-driven solutions. Products are offered in a variety of structures including ETFs, pooled funds, structured funds and mandates.

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

O'Connor is a global, relative value-focused, single-manager hedge fund platform. It is dedicated to providing investors with strong absolute and risk-adjusted returns, differentiated from those available from long-only investment in traditional asset classes.

A&Q Hedge Fund Solutions

A&Q Hedge Fund Solutions (A&Q) offers a full spectrum of multi-manager hedge fund solutions and advisory services including a wide range of strategies that provide professionally managed exposure to hedge fund investments with tailored risk and return profiles.

Global Real Estate

Global Real Estate actively manages real estate investments globally and regionally within Asia Pacific, Europe 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. These are offered through open- and closed-end private funds, REITs, customized investment structures, multi-manager funds, individually managed accounts and real estate securities.

Infrastructure

Infrastructure and Private Equity manages direct infrastructure investment and multi-manager infrastructure and private equity strategies for both institutional and private banking clients. 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, a global fund administration business, offers a comprehensive range of flexible solutions, including fund set-up, reporting and accounting for traditional investment funds, managed accounts, hedge funds, real estate funds, private equity funds and other alternative structures.