Defined Benefit Plans
Pension fund investment has been at the core of our business since our inception in 1978, and we offer a range of strategies designed to help DB plans meet their objectives. These include absolute-return strategies, which seek to deliver positive returns irrespective of market conditions. We also offer a range of income products, which could help plans deliver on their dual objective of generating income to meet cash requirements and growing capital over time, as well as a range of high-conviction strategies.
Defined Contribution Plans
We work closely with plans and specialist DC consultants to ensure we fully understand the outcomes that participants are looking for and are positioned to offer the right strategies. We believe our actively managed multi-asset and absolute-return strategies are well suited to the specific requirements of DC plans and their participants at each stage of the retirement journey, and we also offer a broad range of equity and fixed-income strategies. Additionally, in response to growing demand, we have recently introduced a suite of sustainable investment strategies.
Endowments and Foundations
As well as offering a comprehensive suite of actively managed equity, fixed-income and multi-asset strategies, we manage a large number of portfolios with an ethical orientation. Furthermore, as topics such as climate change have risen up the agenda, we have developed significant expertise in sustainable investing.
These include absolute-return strategies, which seek to deliver positive returns, irrespective of market conditions. We also offer a range of income products and high-conviction relative-return strategies.