Our beliefs

We believe we should offer our clients the most thoughtful, well-reasoned investment approaches available to accomplish their goals. In our view, disciplined, research-driven investment processes provide a solid foundation for achieving dependable investment performance. We build long-term relationships with our clients based on trust and the delivery of results under varied market conditions. This shared philosophy underpins the work of all our investment teams around the world.

Our expertise

Our clients value our deep-rooted heritage that combines investment knowledge with expertise in stock portfolio implementation and risk management. We have a great depth of talent and many of our professionals have one or more advanced degrees, the Chartered Financial Analyst designation or both. Research and portfolio management is performed globally, with on-the-ground teams in all major locations. These regional teams operate within a boutique-like structure while drawing on the firm’s significant global resources.

What we offer

We offer a wide spectrum of Actively Managed global, regional and single country strategies with varying risk and return attributes to fit the specific needs and goals of our clients. Our offerings include core, growth, small cap, unconstrained and long-short portfolios, in addition to sector, thematic and other specialized strategies.

We are one of the world’s largest managers of Index and Rules-based portfolios. Our offerings range from standard, broad index-tracking portfolios to less-traditional strategies such as “alternative index” and “smart beta”. Our flexibility and depth enable us to innovate to meet a wide range of client investing needs.