Research & analysis

Identify and investigate suitable investments

  • Track record
  • Risk management
  • Key performance drivers – Regulation
  • Quantitative analysis

Asset allocation

Design portfolio strategies tailored to a range of risk profiles

  • Challenge conventional risk assessments
  • Set performance targets
  • Build diversification
  • Maintain liquidity


Construct conviction-weighted strategies

  • c.15 funds per strategy
  • Balance opportunity with risk
  • Best ideas from best institutions
  • Seek managers with competitive advantage


Monitoring every investment to ensure ongoing suitability

  • Daily market and news-flow monitoring
  • Weekly investment committee
  • Ongoing interaction with fund managers
  • Proactive decision making