Client Case studies
The consolidated reserve funds of a Nation State covering a series of different risk profiles. The total portfolio amounts to several sterling billions and is run through a complex portfolio of over 25 discretionary managers and funds. The well-established and proven advisory structure enables the client to limit the need for an in-house investment team but still gain full access to the team and expertise within IAM. The portfolio also operates under a sustainable investment framework that meets the standards set for UN PRI. The Client portfolio has shown significant incremental risk adjusted returns with a record, over 10 years, in the public domain. Risk is kept under control at the total fund and manager level.