Institutional investors operate in a complex environment. Increased regulation and record-low interest rates have made it very challenging for pension funds and insurers to achieve the returns needed to meet their liabilities.
Given the challenges facing investors, it is important to have clarity about your overall investment vision. Before an investment strategy is adopted, institutional investors first need to articulate their investment beliefs. This includes considerations such as:
Our professionals have wide-ranging experience helping institutional investors to articulate their investment choices and understand the implications of those decisions. The Investment Solutions Center can assist you in translating your core investment beliefs into a final investment strategy, strategic asset allocation and investment mandates. We can also help you assess your current portfolio to ensure your investments are consistent with your investment goals and beliefs.
The Investment Solutions Center also regularly publishes its own research and collaborates with a wide network of external experts on a variety of investment topics of interest to institutional investors. Our research combines the latest theory with practical implementation ideas to ensure that new concepts can be applied to your strategy. We believe that by sharing our latest thoughts on developments that affect the asset classes within your portfolio, we can have more valuable conversations with you and be a better sparring partner.
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