Absolute return, at the forefront in responsible investing
The strategy aims to generate stable performance with limited sensitivity to the direction of all markets. It integrates ESG and responsible investment at both the overall portfolio level and at the level of the managers we select.
With low correlation to equity and bonds, our sustainable absolute return strategy offers benefits:
- An integrated responsible investing approach
- Significant diversification benefits to clients’ overall portfolios
- Stable performance with limited sensitivity to the direction of equity markets
- Tightly managed downside risk
- Competitive fees, well below average of alternative investment funds
“Managers of absolute return strategies are increasingly opening up to incorporating ESG into their investment process. They see us as partners in these changes.”
“Our primary objective is to achieve exceptional performance, while our investment process incorporates responsible investing at both the overall portfolio and individual manager level.”
Thorough selection and monitoring
The selection and monitoring processes of our absolute return portfolios are based on financial criteria and ESG scorecards. The strategy offers low sensitivity to equity and bond markets, creating diversification benefits.
Financial and social returns
Through selection, allocation and engagement our strategy aims to be at the forefront of RI in the sector. All managers incorporate an analysis of ESG factors into their investment processes in order to assess both risks and opportunities. This is not only good for the world, it also leads to better investment results.
In addition, our reputation gives us access to the most talented and sought-after investment managers who are typically not open to everyone due to limitations in the amount of capital they can optimally manage.