institutional Asset allocation.

we assist institutions by offering a long term, holistic investment approach that is tailored to offer attractive risk-adjusted returns over the business cycle.

investment returns are driven by a mix of long term risk factors, the medium term business cycle and short term sentiment. knowing which to look at, and which to ignore requires a birds eye perspective, a lot of common sense and a willingness to deviate from the pack.

our holistic approach combines quantitative and qualitative aspects: investing is an art as well as a science.

by exiting unattractive asset classes early, we tend to outperform significantly in bear markets, which leads to strong outperformance in the long run, a market leading track record going back to the early 90s.

institutional ESG overlays.

many investors struggle to implement their esg-policy when investing in ETFs and other index funds as you gain exposure to all the companies in an index, including the ones you may want to exclude.

in 2014 we started offering esg-neutralisation overlays to institutional investors to overcome this problem.

our approach can be tailored to meet any risk budget or esg-policy.