Having endured many investment cycles, we have cultivated a deep appreciation for identifying both investment risks and opportunities during periods of market dislocation. We are singularly focused on providing investment advice that is tailored to each client’s unique objectives, challenges, and risk tolerance. In addition to access to a broad array of investments backed by due diligence, our leading competitive edge lies in our flexibility and readiness to meet clients’ long-term needs over and above the conventional.
To ensure financial stability, central banks must not only adapt to changing economic conditions, but also anticipate major shifts in monetary policy. They need to sustain growth, mitigate the build-up of systemic risks, ensure that prudential standards are met, and reduce imbalances in lending practices—objectives that are particularly challenging in a financially interconnected world. Exchange-rate regimes complicate investment decisions even further.
We recognize the critical importance of sovereign wealth funds in stabilizing the country’s economy through diversification, but also know that the process of financial innovation has serious implications for the measurement and management of risks. To mitigate those, we work with central banks to provide both short-term and long-term investment solutions that not only comply with all government-issued mandates, but also meet our own standards of suitability and due diligence.
Despite a rapidly changing marketplace, insurance companies must often contend with an outdated legislative framework regulating their investment decisions. Whereas asset allocations should aim to strike the optimal balance between risk and reward, insurance companies must also consider various limits and restrictions on geographical exposure, equity investment, or entire asset classes. Tight regulatory oversight helps protect insurance companies against external shocks, but often imposes higher capital requirements to cover potential risks—making the careful allocation and investment of such capital even more critical, especially when capital is invested in non-state-backed securities.
We help insurance companies overcome these obstacles by ensuring that their investment policy statements are consistent with the objectives of the invested assets. Our asset allocation and manager selection process also provides risk management and diversification benefits, particularly for clients capable of selecting from a wider and less correlated set of investable assets.
