Aberdeen Asset Management
Aberdeen Asset Management is a global asset management company focused on meeting the worldwide investment needs of institutions, private investors and the advisers who serve them. Listed on the London Stock Exchange since 1991, they are one of Europe’s largest public, pure-play investment managers with £308 billion under management (as at 31st March 2017).
They manage investments across the full spectrum of asset classes and geographic markets. Based in or close to the markets in which they invest, they are dedicated to first-hand research to deliver the investment returns that enable their clients to achieve their goals. They aim to deliver the right outcomes for their clients by making expert investing clear, simple and accessible.
Aberdeen’s solutions business blends their skills across asset classes, markets and manager selection to build strategies to meet very specific client risk/return needs. Source: Aberdeen, May 2017.
For more information about Aberdeen, visit Aberdeen’s website
Allianz Global Investors is a diversified active investment manager with a strong parent company and a culture of risk management. With 25 offices worldwide, they provide global investment and research capabilities with consultative local delivery. They have more than EUR 490 billion in assets under management for individuals, families and institutions worldwide and employ over 600 (as at 31st December 2016) investment professionals.
At Allianz Global Investors, they follow a two-word philosophy: Understand. Act. It describes how they look at the world and how they behave. They aim to stand out as the investment partner their clients trust by listening closely to understand their challenges, then acting decisively to provide them with solutions that meet their needs. Source: Allianz, March 2017.
For more information about Allianz, visit Allianz's website
Artemis is a leading UK-based fund manager, offering a range of funds which invest in the UK, Europe, the US and around the world. As a dedicated, active investment house, they specialise in investment management for both retail and institutional investors across Europe.
Independent and owner-managed, Artemis opened for business in 1997. Its aim was, and still is, exemplary investment performance and client service. All Artemis’ staff share these two precepts – and the same flair and enthusiasm for fund management. The firm now manages some £26.0 billion (as at 28th April 2017) across a range of funds, two investment trusts, a venture capital trust and both pooled and segregated institutional portfolios. Their managers invest in their own and their colleagues’ funds. This has been a basic tenet of the Artemis approach since the firm started. It means that interests of their fund managers are directly aligned with those of their investors. Source: Artemis, April 2017.
For more information about Artemis, visit Artemis’s website
Aviva investors is a global asset manager focussed on delivering specific investor outcomes.
They start by really listening to their clients, to understand their investment aspirations and concerns. Knowing what’s important to their clients enables them to provide strategies and funds that focus on meeting their real needs and build relationships for the long term.
They are a global business managing over £344 billion in assets as at 31st December 2016. They take a collaborative approach, acting as a single team to bring together the breadth and depth of their resources around the world with their local expertise for the benefit of their clients. They value creativity and empower their investment teams to find and execute great ideas. In-depth research and robust risk management underpin every investment decision they make.
At Aviva Investors, their entire organisation is united behind one common goal – to deliver the specific outcomes that matter most to today’s investor. Source: Aviva Investors, June 2017
For more information about Aviva, visit Aviva's website
Baillie Gifford is a global, independent investment management firm with £158 billion under management and advice (as at 31st March 2017). They manage investments globally for pension funds, institutions, charities and retail investors. Baillie Gifford is wholly owned by its 43 working partners (as at 1st May 2017). The partnership structure enables them to recruit and retain some of the best people in the industry and to focus entirely on investment management as their core business. Baillie Gifford is an active fund manager. The firm has a highly analytical, research-driven approach and they build portfolios from the bottom up. At the individual company level Baillie Gifford seeks to invest in companies with strong prospects for growth. Source: Baillie Gifford, March 2017.
For more information about Baillie Gifford, visit Baillie Gifford’s website
BlackRock helps people around the world, as well as the world’s largest institutions and governments, pursue their investing goals. They offer:
- A comprehensive set of innovative solutions, including mutual funds, separately managed accounts, alternatives and iShares® ETFs
- Global market and investment insights
- Sophisticated risk and portfolio analytics
They work only for their clients, who have entrusted them with managing $5.4 trillion (as at 31st March 2017), earning BlackRock the distinction of being trusted to manage more money than any other investment firm in the world. Source: BlackRock, July 2017.
For more information about BlackRock, visit BlackRock’s website
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.
With more than 2000 people including over 450 (as at 22nd June 2017) investment professionals based in North America, Europe and Asia, they manage $473 billion (as at 20th October 2017) of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.
Their priority is the investment success of their clients. They aim to deliver the investment outcomes they expect through an investment approach that is team-based, performance-driven and risk-aware. Their culture is dynamic and interactive. By sharing their insights across asset classes and geographies they generate richer perspectives on global, regional and local investment landscapes. Source: Columbia Threadneedle, October 2017.
For more information about Columbia Threadneedle, visit the website
Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is their only business and they are driven by the needs of their clients, not by shareholders.
They were established in 1969 and invest £234bn (as at 31st March 2017) globally on behalf of clients in Asia-pacific, Europe, the Middle East and South America. Building on active, bottom-up research they create the competitive advantage able to deliver superior client returns. Because markets are only semi-efficient, they act on intelligent insight and have one of the largest global research capabilities with over 380 investment professionals and research staff (as at 31st March 2017) around the world. Their portfolio managers and analysts attend more than 17,000 company meetings a year – or on average one every 10 minutes. They are committed to proprietary research with around 90% of their research produced in-house. Their analysts carry out their research on the ground – visiting the shop floor, speaking to customers, competitors, suppliers and independent experts to form conviction. This 360 degree perspective lets them find growth opportunities or income streams that have not been priced in by the market – allowing them to consistently add value for their clients. Source: Fidelity International, May 2017.
For more information about Fidelity, visit Fidelity’s website
Insight (A BNY Mellon company)
Insight Investment is a specialist asset manager focused on designing investment solutions to meet their clients’ needs. Launched in 2002, Insight is responsible for assets under management of over £540bn (as at 31st March 2017) across liability driven investment, fixed income, multi-asset, real assets, cash management and currency risk management strategies. At the heart of their philosophy is a desire to work in partnership with clients and their advisers to develop and evolve innovative yet practical solutions that meet their changing needs. Clients include pension funds, sovereign wealth funds, insurance groups, local government, charities, other financial institutions and private investors.
BNY Mellon Investment Management is the global investment management arm of BNY Mellon, one of the world’s major financial services groups with operations in 35 countries serving more than 100 markets. At BNY Mellon Investment Management, their goal is to build and manage investment strategies that address the ever changing needs of their clients. With over $1.6 trillion assets under management (as at 31st March 2017) they are rapidly becoming a trusted investment manager of choice for investors globally. Source: Insight Investment, May 2017.
For more information about Insight Investment, visit Insight Investment's website
Over the years, Invesco Perpetual has grown to become one of the largest and best regarded investment managers in the UK. Key to their success has been a relentless commitment to investment excellence and its focus on helping investors achieve their financial objectives. Their highly-regarded investment management team is focused on finding attractive investment opportunities in all market conditions. Central to their approach is a belief in active fund management; building portfolios based on thorough research and analysis to identify the investment opportunities they consider most likely to provide strong long-term returns. Invesco Perpetual forms part of Invesco Ltd., one of the world's leading independent investment management organisations dedicated to helping investors worldwide achieve their financial ambitions. Their sole focus is investment management; with no distractions from competing interests, all of its global and local resources are focused on providing clients with the investment choice, expertise and client service they seek.Source: Invesco Perpetual, April 2016.
For more information about Invesco Perpetual, visit Invesco Perpetual’s website
Investec Asset Management is a specialist provider of active investment products and services. Established in South Africa in 1991, the firm has been built from a small start-up into an international business managing over £95.3 billion (As at 31st March 2017).
The business has grown largely organically from domestic roots in Southern Africa to a position where they proudly serve a growing international client base. Employees are equity stakeholders in the firm, which is still managed by its founding members, representing continuity and stability throughout the firm’s successful growth. The firm seeks to create a profitable partnership with clients and to manage their money to the highest possible standard. Investec Asset Management is a significant component and independently managed entity within the Investec Group, which is listed in London and Johannesburg. Source: Investec, May 2017.
For more information about Investec Asset Management, visit www.investecassetmanagement.com
At J.P. Morgan Asset Management, they have over 150 years' experience managing money on behalf of clients around the world. Their global reach, with presence in more than 40 countries, brings expertise in every major asset class, including equities, bonds, property and commodities. This allows them to offer a diverse choice of strategies to meet a wide range of investor needs. They strive to be a valuable partner to the adviser community and are committed to providing development and support to help you enhance your own proposition and maximise profitability in today's fast moving markets. Source: J.P. Morgan, June 2017.
For more information about J.P. Morgan, visit J.P. Morgan’s website
Janus Henderon Global Investors
Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, Janus Henderson Global Investors are committed to adding value through active management. For them, active is more than their investment approach – it is the way they translate ideas into action, how they communicate their views and the partnerships they build in order to create the best outcomes for clients.
There are three key principles that underpin the way Janus Henderson Global Investors work with their clients:
- They put their clients first
- They act like an owner
- They succeed as a team
They take pride in what they do and care passionately about the quality of their products and the services they provide. While their investment managers have the flexibility to follow approaches best suited to their areas of expertise, overall their people come together as a team. This is reflected in their Knowledge Shared ethos, which informs the dialogue across the business and drives their commitment to empowering clients to make better investment and business decisions.
They are proud to offer a highly diversified range of products, harnessing the intellectual capital of some of the industry’s most innovative and formative thinkers. Their expertise encompasses the major asset classes, they have investment teams situated around the world, and they serve individual and institutional investors globally. As at 31st March 2017, they have $330.8 billion in assets under management, more than 2,000 employees and offices in 27 cities worldwide. Headquartered in London, they are an independent asset manager that is dual-listed on the New York Stock Exchange and the Australian Securities Exchange. Source: Janus Henderson Investors, May 2017.
For more information about Janus Henderson, visit their website
Founded in London in 1985, Jupiter is an established asset manager with an increasing presence in Europe and Asia. As they have grown, their strong culture has been essential in keeping their entrepreneurial, talent-driven spirit. They believe in active fund management, working together to share investment ideas, yet ensuring their fund managers take individual responsibility for their own portfolios. Jupiter offers a broad range of actively managed strategies including equities, fixed income, multi-asset and absolute return. Source: Jupiter June 2017.
For more information about Jupiter, visit Jupiter’s website
Liontrust is a specialist fund management company that takes pride in having a distinct culture and approach to running money. What makes Liontrust distinct?
- The company launched in 1995 and was listed on the London Stock Exchange in 1999.
- They are an independent business with no corporate parent, the head office is on the Strand in London and they have offices in Edinburgh and Luxembourg.
- Liontrust believe in the benefits of active fund management over the long term and all their fund managers are truly active.
- They focus only on those areas of investment in which they have particular expertise. They have seven fund management teams: five that invest in UK, European, Asian and Global equities, one team that manages Multi-Asset portfolios and a Sustainable Investment team.
- Their fund managers are independent thinkers and have the courage of their convictions in making investment decisions.
- Liontrust fund managers have the freedom to manage their portfolios according to their own investment processes and market views without being distracted by other day-to-day aspects of running a fund management company.
- Each fund management team applies distinct and rigorous investment processes to the management of funds and portfolios that ensure the way they manage money is predictable and repeatable.
- Staying true to their documented investment processes helps to create an in-built risk control for Liontrust fund managers, especially in more challenging environments, by preventing them from buying stocks for the wrong reasons.
- They aim to treat investors, clients, members, employees, suppliers and other stakeholders fairly and with respect. They are committed to the Principles of Treating Customers Fairly (TCF) and these are central to how they conduct business across all their functions.
For more information about Liontrust, visit Liontrust's website
BNY Mellon Asset Management's investment management model encompasses the investment skills of world class specialist asset managers, including Newton, Insight, Standish, and Walter Scott. Each of these specialists enjoys complete investment autonomy and are amongst the most advanced and highly regarded names in asset management.
Based in London, Newton are a specialist provider known for its distinctive, global thematic investment approach, consistently applied across all strategies. Their approach aims to identify themes and trends that are influencing, or are likely to influence, economies and markets across the globe. It combines the perspective afforded by themes with the skills of active investment management, and recognizes that no single market operates independently from developments in others around the world.
Source: BNY Mellon Investment Management EMEA, May 2017.
For more information about Newton, visit Newton’s website
Nordea Asset Management
Nordea Asset Management (NAM) has £190 billion assets under management, and is part of the Nordea Group, the largest financial services group in Northern Europe with assets under management of £282 billion. NAM offers European and global investors exposure to a broad set of investment funds. They serve a wide range of institutional clients, such as pension funds, and distributors which include banks, asset managers, independent financial advisers and insurance companies.
Nordea Asset Management has a presence in Cologne, Copenhagen, Frankfurt, Helsinki, London, Luxembourg, Madrid, Milan, New York, Oslo, Paris, Sao Paulo, Singapore, Stockholm, Vienna and Zurich. Nordea's local presence goes hand in hand with the objective of being accessible and offering the best service to clients.
Nordea’s success is based on a sustainable and unique multi-boutique approach that combines the expertise of specialised internal boutiques with exclusive external competences allowing them to deliver alpha in a stable way for the benefit of their clients. NAM solutions cover all asset classes from fixed income and equity to multi asset solutions, and manage local and European as well as US, global and emerging market products. Source: Nordea, June 2016.
For more information about Nordea Asset Management, visit Nordea's website
Payden & Rygel
Payden & Rygel is a wholly employee-owned global investment management firm, offering investment solutions to institutional clients around the world. They have $115 billion assets under management, covering the full range of fixed income sectors as well as income oriented global equity strategies. They expect to deliver excellent risk-adjusted returns while avoiding negative surprises and they look to achieve this through a collaborative, team based approach to investing.
Individuals are incentivised to share ideas and thereby generate added value across a broad range of mandates. Top-down, thematic positioning, sector rotation and individual issue selection are all important in achieving the best outcomes. They employ state-of-the art risk measurement and management procedures, but believe that their most important risk control is the considered judgment of their experienced investment professionals. Source: Payden & Rygel, October 2017.
For more information about Payden & Rygel, visit Payden & Rygel's website
Royal London Asset Management
Established in 1988, Royal London Asset Management (RLAM) is one of the UK's leading fund management companies, providing investment management solutions for a wide range of clients.
Their size and scale mean they can offer clients access to the major asset classes, including UK and overseas equities, government bonds, investment grade and high yield corporate bonds, multi asset, property and cash. Their experienced team of investment specialists manages over £111.1 billion of assets (as at 30/09/2017).
They have a proven track record of delivering high quality investment management services and pride thereselfs on the breadth and quality of their investment options. Source: Royal London, October 2017.
For more information about Royal London Asset Management, visit the Royal London website
At Schroders, asset management is their business and their goals are completely aligned with those of their clients - the creation of long-term value.
They have responsibility for £416.3 billion on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives.
They employ over 4100 talented people worldwide operating from 41 offices in 27 different countries across Europe, the Americas, Asia and the Middle East, close to the markets in which they invest and close to their clients.
Schroders has developed under stable ownership for over 200 years and long-term thinking governs their approach to investing, building client relationships and growing their business. Source: Schroders, May 2017. All data as at 31st March 2017.
For more information about Schroders, visit Schroders’ website
Standard Life Investments
Standard Life Investments is a leading asset manager with an expanding global reach. Its wide range of investment solutions is backed by its distinctive ‘Focus on Change’ investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence. As active managers, it places significant emphasis on rigorous research and a strong collaborative ethos. It constantly thinks ahead and strives to anticipate change before it happens, ensuring that its clients can look to the future with confidence. As at 31st December 2016, Standard Life Investments managed £277.9 billion on behalf of clients worldwide. Its investment capabilities span equities, bonds, real estate, private equity, multi-asset solutions, fund-of-funds and absolute return strategies. Source: Standard Life Investments, May 2015.
For more information about Standard Life Investments, visit Standard Life Investments website
State Street Global Advisors
State Street Global Advisors (SSGA) is a global leader in asset management. Institutions worldwide have entrusted it with £2.04 trillion (as at 31st March 2017) to manage on their behalf because of its experience, depth of resources and dedication towards a singular goal: meeting its clients’ investment needs. Investors rely on SSGA’s disciplined, precise investment process, combined with a powerful global investment platform, to give them access to every major asset class, capitalisation range and style. It strives to be the premier global asset manager that clients trust for investment insight, solutions and results. As the asset management business of State Street Corporation (which is listed on the New York Stock Exchange), SSGA’s global reach extends to 11 global investment centres and offices in 29 cities worldwide. It has been operating in London since 1990 and now ranks as one of the major investment managers in the UK. Source: State Street Global Advisors, May 2017.
For more information about State Street Global Advisors, visit State Street Global Advisors' website
Veritas is a UK based boutique manager of Asian and Global Equity funds. Veritas opened for business in 2003 remaining an independent owner managed partnership ever since. Their focus is on protecting and growing the real value of clients' capital. The partnership now manages £15.75bn (as at 28th April 2017) across their pooled funds and segregated institutional accounts. They believe their partnership ownership structure coupled with partners investing their own capital in Veritas's own funds alongside those of their clients, on the same commercial terms, allows members of the partnership to align interests directly with those of their clients. Source: Veritas, May 2017.
For more information about Veritas, visit the Veritas website
The establishment of Woodford in 2014 has been the opportunity for Neil Woodford, one of the UK’s most respected fund managers, to distil 30 years of experience and learning into a business founded on his own principles.
Woodford’s ambition is not to be just another fund management company but to create something different and better for investors. All of their attention is on providing a positive long-term return for clients, which means they invest only when there is a compelling long-term opportunity and they passionately believe in engaging with the companies they invest in to deliver shareholder value.
It is not just their investment approach that is different. The Woodford team is building a strong and successful, transformational fund management business with a unique culture. A team of talented and passionate people, specialists in their individual fields, who share a vision for how a fund management company can and should operate and are united in their commitment to delivering outstanding outcomes for clients. It is a dynamic, cutting-edge environment in which their investment managers can focus solely on managing money and delivering the outstanding long-term performance investors expect through disciplined and genuinely active investment.
The aim is to set a new benchmark for how fund management companies do business – with client outcomes their absolute focus. In the period since Woodford was established, all types of investor have demonstrated belief in Neil and his team and assets under management have grown steadily to £17.3 billion (as at 30th April 2017). Source: Woodford, May 2017.
For more information about Woodford, visit the Woodford website