Investment capabilities

What a capability is for, and what it costs in risk.

Every capability below is described in the same terms: its purpose, the approach taken, the client context it suits, the role it plays in a portfolio, and the risks an investor accepts by holding it.

Portfolio mandates

Capabilities that govern how a portfolio is structured, maintained and reviewed.

Investment Management
Discretionary management of a portfolio against an agreed investment policy, objectives and risk parameters.
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Portfolio Construction
Assembling exposures into a coherent whole, with attention to correlation, concentration, liquidity and cost.
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Asset Allocation
Setting and maintaining the strategic mix of exposures that carries the majority of long-term portfolio behaviour.
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Multi-Asset Strategies
Combining asset classes within a single mandate where a blended risk profile is the objective.
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Asset class exposures

The building blocks, each assessed for the role it plays within the whole portfolio.

Governance & advisory

Work that sits alongside a mandate: risk oversight and the structuring of family capital.

Before a capability is used

Suitability is assessed first.

Nothing on this page is a recommendation. Whether a capability is appropriate depends on an investor's objectives, horizon, liquidity requirements, tax position and tolerance for loss, assessed individually, in writing, before a mandate begins.

How the process works