Our Multi-Asset Solutions team investment philosophy is based on the following beliefs:
Therefore, we believe a global multi-asset investment process can deliver on objectives and consistently add value by:
We base these view on research (both academic- and market-based) and our experience delivering on client objectives. For our research related to these topics, please refer to our website.
"We consistently add value by blending disciplined quantitative underpinnings with qualitative experience and expertise across the broadest possible opportunity set of markets and financial instruments."
The Multi-Asset Solutions team provides a range of services to institutional clients around the world in the fields of portfolio management, asset allocation, asset/liability management, portfolio construction and risk management. We are a highly experienced and cohesive team of nine investment professionals located in Singapore, Sydney and London.
Our dedicated team of portfolio managers and analysts are responsible for research, portfolio construction and implementation. We work collaboratively with our clients to develop robust and consistent investment solutions, which maximise the likelihood that they will achieve their stated investment objectives.
We partner with our clients to provide solutions that maximise the probability that they will achieve their investment objectives. We assess our client needs based on three key criteria: risk tolerance, investment horizon and return ambition level. We utilise third party monitoring services for our direct holdings.
As part of our stewardship responsibilities, we exclude specific companies involved in munitions and armaments across all of our portfolios. We can also apply ESG screens to exclude companies or industries for certain clients. In addition, we believe that voting on company resolutions is an important responsibility of any equity holder and we vote on company resolutions using the advice and services of CGI Glass Lewis.
Assessment and monitoring
ESG research is conducted by the Multi-Asset Solutions team, with a focus on developing customised solutions for clients. All research is designed to be implemented systematically using data provided by GMI Ratings and Sustainalytics. Due to the top-down investment process, we do not typically directly meet with company management.
We work with clients to integrate ESG considerations into their portfolios as required to meet their investment objectives. In addition to our standard exclusion of munitions and armaments companies, we can exclude specific ‘red flag’ companies or industries, such as those involved in tobacco, gambling and alcohol. In addition we vote on all company resolutions where we are able to do so.
"We work with clients to integrate ESG considerations into their portfolios as required to meet their investment objectives."
|Portfolios outperforming their relative benchmark over three years (Weighted by size of fund)||100%|
|Weighted average of outperformance (Inception date 23/6/2015) (Weighted by size of fund)||6.48%|
Performance and investment characteristics are as at 31/12/2016
Performance is quoted pre-fees and in $A terms.
Source: First State Investments
Please follow this link for information on how our RI and Stewardship Measures are calculated.