Why Opt for a Bespoke Investment Strategy?
Against a backdrop of structural economic change and market conditions that have evolved dramatically, a pooled investment approach may no longer address all your requirements. A bespoke portfolio is shaped to be fit for today and remain flexible for tomorrow, adjusting as new priorities emerge.
Different investors face their own unique challenges. Defined contribution plans globally, for example, are seeking ‘to-and-through’ investment strategies that support wealth accumulation and retirement income for optimal long-term lifestyle security. With the potential for lower market returns, they are reviewing target-date designs and seeking cost-effective, sustainable, active management to add additional value.
Endowments and foundations are concerned about the impact of high and persistent inflation both on their charitable works and their investment portfolios.
For all clients, we invest with purpose as we seek to deliver attractive outcomes and help foster a vibrant and healthy world for all.
The Steps We Take to Help You Achieve Your Goals
Thoroughly understand your overall investment objectives and the impact of any regulatory or other external drivers
Align return-seeking and risk-taking aims with your objectives
Combine the most applicable elements from our wide range of established systematic fundamental and discretionary investment capabilities to deliver against your objectives
Incorporate bespoke preferences and restrictions such as ESG criteria, capital intensity, and tail-risk exposure hedging
What Newton Offers
- We draw on our strong multi-asset heritage, together with the new perspectives and rigor of our multidimensional research platform, which combines fundamental security-specific research with other specialist insights including thematic, ESG-focused, quantitative and investigative research.
- We create investment solutions that are designed to deliver against clients’ objectives, and we can tailor portfolios to incorporate strategic and tactical asset allocation, thematic security selection, sustainability enhancements, and exclusions.
Below are just a few examples of where we have worked closely with clients to design bespoke portfolios.
Case Study 1
Case Study 2
Inflation Protection (Targeting Outperformance versus Global Equities)1
Case Study 3
Multi-Asset Risk-Rated Range2
Case Study 4
Case Study 5
Charity Debt Repayment Vehicle1
1 This is an investment proposal and has not yet been invested in by clients.
2 This strategy is managed by Newton Investment Management Ltd (“NIM”).
If you’re keen to learn more or understand if a bespoke solution is what you need, please get in touch. Our solutions can be managed by various members of our highly experienced investment team, depending on the components required to address your requirements.
Head of Client Solutions
Newton Investment Management
Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.