We offer fiduciary services to large institutions such as pension funds and insurance companies and focus on the most important investment decision: setting the asset allocation. Our approach can be tailored to meet any risk budget or ESG-policy.
institutional Asset allocation.
Few managers are able to deliver strong performance in the long run. There is a need for investment strategies that can deliver attractive risk-adjusted returns through the business cycle.
Our investment approach was developed in 2000 in order to help institutional investors - mainly Dutch pension funds - achieve their investment objectives irrespective of the market environment. Our outperformance has tended to be greatest in bear markets. In the long run, exiting markets early and avoiding large drawdowns is the best strategy for sustainable returns.
Our dynamic asset allocation approach uses the investment clock and our holistic world view to determine which asset classes to overweight and which risks to avoid.
We offer our asset allocation service as a managed account with delegated trading authority, or as an external advisor to an investment committee.
Our long track record is provided on request.
institutional ESG overlays.
Many investors struggle to implement their ESG-policy when investing in ETFs and other index funds as you gain exposure to all the companies in an index, including the ones you may want to exclude.
In 2014 we started offering ESG-neutralisation overlays to institutional investors to overcome this problem. Our approach can be tailored to meet any exclusion policy.
Institutional INVESTOR education.
In the early 1990s, we started organising quarterly asset allocation groups for directors and board members of pension funds and insurers. These sessions have been held ever since on a rotational basis at the offices of leading Dutch pension funds.
The sessions main aim is for our clients to gain greater countervailing power towards their fiduciary and asset managers regarding asset allocation decisions. Besides being a way for clients to gain a better understanding of global developments, they are also used as a way to discuss and compare broader pension fund developments with peers.
We present and evaluate the different prevailing economic and market views, after which the investment implications are discussed and the participants take asset allocation decisions in a fictive model portfolio
Through the years we have built an extensive investment process in which we monitor global market and economic developments in a clear and consistent way across countries and asset classes. This process forms the basis of the educational sessions.