The multi asset team adopts a four-step approach to investing.
Our quantitative models reference academic literature and are centred on our investment philosophy. Although these models adopt a valuation bias, they include an assessment of risk premium factors. The output from these models forms the starting point of our investment considerations.
The qualitative overlay process looks for factors that are not captured during the quantitative screening stage; for example, macroeconomic risks, corporate risks and structural changes are known to influence returns and asset prices. This is a critical step in the investment process because the initial valuation signals from the quantitative screening model may not have incorporated sufficient “margin of safety”.
While constructing the portfolio, we ensure that portfolio risks are in accordance with the client’s mandate and
the team’s investment views. Investment vehicles are carefully chosen and monitored to achieve cost efficiency and the desired exposure.
Risk control and review
Portfolio positions and tilts are reviewed regularly to avoid unintended and over exposure to any single type of risk.
MULTI ASSET STRATEGIES
The Multi Asset team manages global mandates for large-cap, long-term investors, ranging from Global Equity, Global Fixed Income, Global Mixed Assets, Non Traditional Assets and Quant-driven strategies.
Multi Asset Solution & Global Asset Allocation Team
From its beginnings as a manager of internal funds for the Prudential Group, the Multi Asset team now also manages funds for a wide range of institutional and retail clients. Backed by a 20-year track record, the team has established a solid reputation as manager of multi-asset portfolios.
Active debate and discussion defines the team’s modus operandi. All investment views and strategies are deliberated while leveraging on the team’s collective expertise. The portfolio managers have some discretion in tilting their portfolios in accordance with client-specific mandates. Their broad investment strategies, however, must remain consistent with the team’s view.
Assets under management
USD 54 billion
(as at 31 December 2016)
Our specialist teams include: