Investment Management
The highest standard of objectivity. The right choice for you.
Serving your best interest means offering an unbiased range of investment solutions; taking the time to explore new opportunities; and accessing both internally and externally managed strategies – including world-class managers from around the globe. Tailored to your specific risk profile and goals, the right choices are informed by a depth of experience, proprietary research and ongoing evaluation, designed to efficiently, and prudently, manage your portfolio of capital for generations to come.
Disciplined Approach | | Strong Performance |
| An optimal balance of internal and external boutique investment managers based on macroeconomic analysis and your unique objectives | | Proven track records for selected managers that is closely monitored on an ongoing basis |
Competitive Fees | | Cross-Border Expertise |
| Scale, scope and buying power to negotiate fees with third parties | | Global resources and bench strength used to inform investment decisions |
Continuous Oversight | | Streamlined Reporting |
| Rigorous due diligence and dedicated research across our platform based on investment policy and management committee standards | | Investment management from a trusted, centralized source |
Broad Diversification | | |
| Asset allocation strategies and opportunities that offer different approaches/styles to optimize long-term return potential and manage risk | | |