Beliefs are Important to Our Success

Client Objectives Drive our Investment Approach

• Tailoring our investment approach for each of our clients’ unique purpose, objectives, and risk tolerances provides better outcomes than a standardized total portfolio approach.
• Comprehensive, clear, and transparent governance frameworks ensure accountability, mitigate risks, and align interests.

Active Management is Crucial for Sustainable Value Creation

• Skills are the foundation for successful long-term investment returns; we focus on acquiring top-tier, diverse talent with a strong sense of integrity and align ourselves with best-in-class investment partners.
• Active ownership, achieved through meaningful engagement and influence, fosters long-term, sustainable value and supports fulsome investment risk management.
• While taking risk is essential to achieving our clients’ return objectives, we only take risks where we have conviction that they will be rewarded.

Having a Strategic Investment Discipline is Key

• A long-term focus is the best way to protect and grow our clients’ funds.
• Capital markets have varying degrees of efficiency and are impacted by long-term themes and sector/industry trends.
• The strategic asset mix is the main determinant of portfolio risk and return; it is reasonable for investors to expect higher long-term returns for holding growth-oriented assets or asset classes.
• It is essential to manage costs without compromising net returns.
• Diversification, combined with a proactive approach to managing systemic risks such as climate change and geopolitical issues, improves portfolio resilience.
• Our long-term success is driven by capitalizing on our competitive advantages, such as our investment horizon, scale, robust liquidity management, and our integrated approach to managing ESG risks and opportunities.
• Investing in private markets offers attractive riskreturn potential, permits stronger alignment of interests, and allows for more effective governance compared to public markets.
• Improving the sustainability and integrity of global capital markets fosters favourable economic conditions that benefit investors over the long term.