Our investment approach aims to:
The loyalty of our clients for over thirty years bears witness to the relevance and quality of our approach, based on the four pillars presented below.
“Simplicity is not the absence of complexity, but a total mastery of it.”
Steve Jobs
The performance of assets generating reliable and persistent income is predictable over the long term. A strategic allocation anchored in these assets enables you to accumulate regular income, thus contributing to the achievement of your targets.
The implementation of the portfolio aims to minimize specific risks, eliminate unintended risks and reduce costs. These elements are vital for systematically harvesting the rewards generated by your investments.
It is essential to define risk in terms of its impact on the likelihood of achieving your targets rather than focusing on unpredictable market fluctuations. This redefinition avoids the danger of turning temporary fluctuations into permanent losses.
Our systematic monitoring of key indicators helps you make informed decisions based on reliable data. Rigorous governance, fact-based analysis and regular monitoring keep you focused on your long-term targets.
Our approach, based on analysis, has protected our clients from passing fads, and enabled us to pioneer the identification of major opportunities for performance and efficiency.
Our clients have adopted index management and global custody since the early 1990s.
They have included emerging market bonds in allocations since 1996, high yield bonds since 2008, Senior Loans since 2014 and Insurance Linked Securities (ILS) since 2019.
