We are very selective by focusing on depth over breadth with respect to manager selection. This focused approach has delivered outstanding risk adjusted returns to clients
We provide manager selection services across a range of asset classes, with dedicated staff for each sector. We use a global manager database provided by a third party and supplement this with other sources of prospective manager identification. We focus on prospective managers whose attributes are likely to be of interest to our clients’ needs which allows us to allocate valuable time with these managers.
We hold regular meetings with our managers, including incumbent and reserve bench managers (those that are our preferred backup managers within sector and style). We undertake considerable work with incumbent and reserve bench managers to confirm that their inclusion in portfolios remains appropriate.
Our value-add from manager selection can be demonstrated through the medium-term performance of our clients’ ‘single sector’ options. In particular, the Australian Shares and International Shares options, which utilise active management, have delivered top quartile outcomes in the SuperRatings survey over the last five years.
In addition to our value-add from capital markets and manager research, we highlight that our bespoke client model does not stop at manager selection. For example, we also assist our clients with implementation by negotiating and drafting Investment Management Agreements, as well as negotiating fees on behalf of our clients. We also closely monitor the transition management process to ensure that clients do not suffer from any implementation leakage, or are exposed to any unintended risks throughout the process.
LBC is one of the world’s largest independent operators of bulk chemical and petroleum storage with over 2.8 million cubic metres of storage capacity at 14 terminals across three continents and seven countries. In addition to tank storage, LBC offers a range of value-add services including blending, drumming and warehousing.
SAE is a, state-of-the-art waste-to-energy plant in Sarpsborg, Norway. It has an installed capacity of 32.4 MW. The plant processes mainly household waste into energy in the form of environmentally friendly industrial steam. The feedstock is 80,000 tons of waste per year of household and commercial waste.
Alpha Trains is the largest private rolling stock lessor in the passenger and freight markets in Continental Europe, providing over €2.1 billion in rolling stock to both public and private operators. Alpha Trains’ locomotives division comprises Europe’s largest and most diversified fleet of almost 370 diesel and electric locomotives, while the passenger train division comprises 334 diesel and electric trains.
One of the world’s most experienced infrastructure managers & investment strategy advisers