The Insurance Solutions team seek to provide risk-based capital efficient solutions, add value and thought leadership in portfolio management and asset allocation, reporting and transparency, risk and governance, and technical considerations of local industry and regulatory change.
This note summarises the Insurance Solutions Team’s interpretation of all the current rules pertaining to the Solvency Capital Requirement (‘SCR’) or various equity asset classes.
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Who We Serve
With four decades of asset management experience, we offer a broad range of investment strategies and outcome-oriented solutions to help private and public pension plan fiduciaries outperform their benchmarks, implement asset/liability strategies, manage risk and address the unique needs of their plan's beneficiaries.
We believe that our award-winning active investment funds, spanning both traditional and alternative investment strategies, may enable plan sponsors to enhance the quality and diversity of the investment options that they provide to their participants to help them achieve their personal financial goals.
We specialize in designing and managing custom and commingled investment solutions to help managers of endowments and foundations achieve their return requirements, mitigate macroeconomic and financial risks and, whenever possible, devote more of their time to furthering the overall mission of their organizations.
Our innovative products, market insights and investment solutions capabilities enable us to address the unique needs of Sovereign Wealth Funds around the world.
Effective partnership for the long term requires both indepth regulatory knowledge as well as specialist investment expertise. We favor a consultative approach, designed to meet the unique needs of insurance companies.
We scan the landscape constantly for opportunities aimed at enhancing the firm's ability to deliver superior investment performance; deepen our commitment to a best-in-class investment culture; and exceed our clients' expectations.
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| Product Name | Asset Class | Description |
|---|---|---|
| Asia Opportunity Fund | Emerging Markets Equity | The Fund seeks long-term capital appreciation by investing in high quality established and emerging companies located in Asia (excluding Japan) that the investment team believes are undervalued at the time of purchase. To achieve its objective, the investment team typically favors companies it believes have sustainable competitive advantages that can be monetized through growth. The investment process integrates analysis of sustainability with respect to disruptive change, financial strength, environmental and social externalities and governance (also referred to as ESG). |
| Developing Opportunity Fund | Emerging Markets Equity | The Fund seeks long-term capital appreciation by investing primarily in high quality companies located or operating in developing or emerging market countries, with capitalizations within the range of companies in the MSCI Emerging Markets Net Index. To achieve its objective, the investment team typically favors companies it believes have sustainable competitive advantages that can be monetized through growth. The investment process integrates analysis of sustainability with respect to disruptive change, financial strength, environmental and social externalities and governance (also referred to as ESG). |
| Global Balanced Fund | Multi-Asset | Seeks an attractive level of total return by managing a broad asset mix within a targeted risk range of 4-10%, which is subject to change. The fund invests primarily in equities, fixed income, commodity-linked investments and cash. Environmental, Social & Governance (ESG) factors may be considered in assessing potential return and contribution to portfolio risk. |
| Sustainable Asia Equity Fund | Emerging Markets Equity | A diversified, sustainable core fund which seeks to invest in quality companies in emerging markets, which are financially attractive while also supporting environmental and/or socially sustainable development. In our integrated process, we combine macro and bottom-up financial research with dedicated portfolio manager led engagements to arrive at a core portfolio of 50 – 75 stocks. The Fund aims to achieve a lower carbon footprint than the MSCI All Country Asia ex Japan Net Index in aggregate, is positively aligned with our sustainable development themes of: responsible energy transition; circular economy and sustainable production; improved access and affordability; and decent work and innovation, and includes ESG integration. |
| US Advantage Fund | US Equity |
We seek established large cap companies in the United States, that we believe have strong name recognition and sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward profile. |
| US Growth Fund | US Equity |
We seek established and emerging large cap companies in the United States, that we believe have sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward profile. |
| US Insight Fund | US Equity |
We seek established and emerging companies in the United States, that we believe have sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward profile. |
| US Permanence Fund | US Equity |
We seek established companies in the United States that benefit from efficient scale. We pursue companies that we believe have strong name recognition and sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward profile. |
