Finance and Capital Management
Investment Engine
Building capabilities in high-value added areas of the market
Customer
and Distribution
Multi-Asset
£140bn
Transformation
Manager of one of Europe's largest multi-asset funds (our With-Profits Fund)
Our priority: Leverage in-house asset allocation, private and public asset capabilities to
address client needs through outcome-oriented investment solutions
Investment
Engine
Finance and
Capital
Private Assets
£60bn
One of the world's largest Private Asset
managers, with sourcing mostly in the UK and Europe
Our priority: Expand sourcing capacity internationally
strengthening existing areas of expertise
•
•
Continued focus on expanding presence in the US syndicated
loans market building on success in Europe
Enhancing Private Debt capabilities; targeting a c. 33% increase
in origination and analyst staff over the medium term
Public Assets
£217bn
An established active manager
with critical scale across major Public Asset classes
•
Our priority: Strengthen capabilities in asset classes and
regions where we can provide value as an active manager
Enhanced Emerging Market Equity expertise acquiring a 7-strong
Asia specialist team through lift-out in September 2019
.
Strengthening Emerging Market Debt team to broaden
proposition and capitalise on existing strong track record
•
Relocating and hiring investment staff in the US and Asia
•
Broadening Real Estate offering into higher risk-return strategies
ESG
Note: All AuMA figures refer to position as of H1 2019
•
Ongoing development of systematic and thematic equity product
offering; fund launches in 2017 and 2018 with further planned
Already launched a number of funds within Private, Public and Multi-Asset
Our priority: Develop a consistent and comprehensive approach to ESG across asset classes
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