Success in equity portfolio management is crucial to unlocking growth, yet many institutional investors have struggled to deliver returns in excess of their benchmark, particularly net of fees. You might think this is evidence enough that it is better to be passive; saving on cost and knowing what the outcome will be.

It is possible to deliver consistent alpha above a benchmark.

To do so, you need to remove any constraints to successful manager selection, replacement and monitoring. But that could be time, asset and resource intensive. We can help.

Our tried and tested process has a history of outperforming in equity markets. Our investment professionals are accountable and responsible for sourcing, selecting, monitoring and managing third-party investment managers around the world.

Our alpha* source approach goes beyond past performance, and dynamically adapts portfolio exposures to favour those managers whose style is likely to be rewarded in the future. We realise that the key to success is not just favourable manager selection and monitoring, but active management of those managers through the market cycle.

Legal Note

* Alpha: The proportion of an investment’s total return that can be attributed to active management. It measures the amount of investment outperformance or underperformance achieved when compared with a benchmark.
There is no guarantee the goals of the strategy will be achieved. Past performance is not a guarantee of future results. Investing involves risk, including possible loss of principal.

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A free fiduciary management analysis (FMA) could be just the thing to get your plan on track to meet your goals.

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