Successful investing requires a sound approach, interpretation of the prevailing economic and market environment, a view on how this might change over time and effective due diligence of the funds and securities necessary to construct portfolios.

Our investment approach is focused on outcomes. Implicitly, this requires a consciousness of the potential range of outcomes, good and bad, for a portfolio and identifying acceptable risks that are commensurate with the desired outcomes.

Our approach is supported by two core investment committees:

Investment Committee

Focus: analyse current and anticipated economic and market environment, informing the strategic direction within client portfolios; evaluate the investment thesis behind specific strategies or fund manager capabilities.

CEO | COO | CIO

Approved Products List Committee

Focus: conduct due diligence on funds and products used in client portfolios.

Finance | Legal | Compliance | Operations