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.
Tawa Solar holds a 68.3% direct equity interest in two solar photovoltaic power plants located in Southern Peru known as Tacna Solar and Panamericana Solar. Together, these solar plants have a combined capacity of 42.4MW. The two solar plants operate under separate long-term power purchase agreements granted as part of the Government’s first renewable energy auction in 2010.
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.
Peninsula Link is a 27-kilometre freeway located in South-East Melbourne connecting the suburbs of Frankston and Mount Martha. The project was procured under a Public-Private Partnership (PPP) which involved the design, construction in addition to the long-term maintenance and operation of the freeway. Peninsula Link commenced operations in 2013 and, given its structure as an availability PPP, is not subject to demand risk.
One of the world’s most experienced infrastructure managers & investment strategy advisers