"Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 46 partners all of whom work in the business.We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.We currently manage or advise some £197bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 85% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries."
At BMO Global Asset Management, we believe that our role is to successfully connect our clients with the outcomes they want to achieve. In a complex and interconnected world, identifying the right investments can be a daunting task. Whatever your reasons for investing, an awareness of the wider world and the interconnections between economies and markets is essential to achieving your end goal. At BMO Global Asset Management, our aim is to bring this broader perspective into focus. Through 20+ offices in 14 countries we can get closer to you, listen and understand your needs.
Founded in the US in 1931, Capital Group is one of the world’s largest independent investment managers, managing $2.0 trillion at the end of June 2020. Throughout their 89-year history, they have been focused on delivering superior, consistent results for long-term investors. Investment management is their only business, and the stability of their organisation has enabled them to maintain a long-term perspective.
Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management solutions. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help individuals invest and retire better, help clients achieve better risk-adjusted returns, and to contribute to positive outcomes in the wider world. All activities previously carried out by Hermes Investment Management now form the international business of Federated Hermes.
Goldman Sachs Asset Management is one of the world’s leading investment managers. With around 2000 professionals across 37 offices worldwide, GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices, for whom we invest or advise on more than $1.8 trillion of assets.
Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £1.2 trillion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors, retail investors and direct investors. Throughout the past 50 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, multi-asset, real assets and cash. Our capabilities range from index-tracking, active and exchange-traded strategies to liquidity management and liability-driven risk management solutions. * Source: LGIM internal data as at 30 June 2020. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong. The AUM includes the value of securities and derivatives positions.
"At M&G, our purpose is clear: We want to help you, and your clients, to prosper by putting your investments to work. Investing well for our customers demands a responsible, active and long-term approach. We look for the best opportunities to invest, across a wide range of assets for people who care how their money is invested.Currently M&G look after over 216,000* investors and have more than £275.1 billion** funds under management.M&G believes that to lead the market, not to follow it, requires creative thinking, acting with conviction and working collaboratively. This combination of vision, expertise, and insight is what makes us different. The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
*M&G as at 27.02.20**M&G as at 31.12.19"
Man GLG offers a diverse range of discretionary alternative and long-only investment strategies across equities, credit, fixed income and multi-asset approaches. Man GLG’s investment teams are encouraged to think independently, while sharing and debating ideas, unconstrained by a house view. MAN GLG seeks to recruit and nurture talented investors with rigorous, repeatable investment processes and a history of creating value for clients. They are supported by Man Group’s robust infrastructure, as well as advanced technology and deep fundamental research to ensure that fund managers can focus on seeking to generate attractive risk-adjusted performance for clients. As a discretionary investment manager, Man GLG also employs the latest quantitative techniques and technology as part of its fundamental investment and efficient execution processes, leveraging Man Group’s broader expertise. Man GLG collaborates with the other investment teams across Man Group, as well as conducting its own proprietary research. Founded in 1995 and becoming part of Man Group in 2010, Man GLG’s funds under management were $30.8bn at 30 Sept 2019.
At Matthews Asia, we believe in the long-term growth of Asia, concentrating our efforts and expertise within the region. As an independent, privately owned firm, Matthews is the largest dedicated Asia investment specialist in the United States. We have focused on Asia since 1991, investing through a variety of market environments. Matthews employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Our investment offerings provide a broad range of strategies for building a global portfolio that includes exposure to one of the world’s fastest-growing regions. For more information about Matthews, please visit matthewsasia.com.
"Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms1 (GBP 828.4 billion AUM2).Natixis Investment Managers’ distribution and service groups include Natixis Distribution, L.P. (a limited purpose US broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers), Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.1 Cerulli Quantitative Update: Global Markets 2019 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2018.2 Assets under management (“AUM”) as of March 31, 2020. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers."
"Ninety One Investing for a world of change
We started in South Africa, in ’91. Back then, change was coming. Along with its challenges came the chance to invest in a better future. Our journey through that time taught us to recognise and embrace change and uncertainty. Change taught us to be bold. Resilient. Agile.
To believe that active investing can be a force for good. Today, we still see the world from a different perspective. Whether it is the rise of the East or the rise of the machines, we’ll always seek to make the best of it. Best for our clients, best for our company, and the best for the world we live in. We are investing for a world of change.
We began as Investec Asset Management, a small start-up based in South Africa offering domestic investment strategies. In 2020, almost three decades of growth later, we demerged from Investec Group to become Ninety One, an independent asset manager listed on the London and Johannesburg Stock Exchanges.
While our name may have changed, we’re still the same firm. We offer distinctive investment strategies spanning equities, fixed income, multi-asset and alternatives to help institutional investors, those advising others and individuals navigate an ever-changing world. All our employees have the opportunity to own part of the firm. We also have our founding leadership in place. Our distinctive owner culture allows us to commit to building a long-term, inter-generational business. It supports a business fully aligned with our clients’ long-term investment objectives.
We focus on where we can make a real difference for our clients. We work with clients based all over the world who have entrusted us to manage £103.4 billion in assets (as at 31.03.20)."
"At PGIM Investments, we help meet the financial needs of investors by offering investment strategies across the global markets. We’re part of PGIM, the global investment management business of Prudential Financial, Inc. (PFI)1— a top-10 investment manager globally2 and a company that individuals and businesses have trusted with their financial future for over 140 years. Assets under management as of 31 March 2020 which is based on company estimates and is subject to change. 1 1PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. 2 PFI is the 10th-largest investment manager (out of 527) in terms of global AUM based on the Pensions & Investments Top Money Managers list published on 01/06/2020. This ranking represents assets managed by PFI as of 31/12/2019."
At RWC Partners, we provide strategies that enable our clients to invest in developed and emerging market equities, convertible bonds, diversified return and income solutions that help them meet their long-term financial needs. We have a strong sense of responsibility to provide the highest standards of investment management: clear information that helps our clients and a stable organisation that is long-term and trustworthy.
"Sanlam Investments brings distinctive asset management expertise across a range of high conviction active strategies encompassing equities, fixed income and alternative asset classes. Established in 2006 by four founders and originally called FOUR Capital Partners, the Sanlam group acquired a 29.9% stake in 2009, which has since grown to over 95%. Our experience in managing investments includes a suite of UCITS funds and segregated accounts. The original founders were established fund managers and our sole focus has always been on asset management.
Sanlam was originally established as a life insurance company in 1918. It is headquartered in Cape Town with offices throughout South Africa and business interests across the globe."
"Smith & Williamson was founded in Glasgow in 1881. We are a privately owned financial services group offering fund management, accountancy, tax and financial advisory services, as well as being one of the largest independent wealth managers within the UK. We have 12 offices across the UK, Ireland and Jersey employing 1,700 individuals and our assets under management stands at around £21.9bn (as at 30th June 2020). Smith & Williamson Investment Management follow a boutique investment approach, with a clear focus on generating investment alpha and with a keen awareness of capital preservation. Note: Please remember the value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested. For a fuller description of the risks, please go to www.smithandwilliamson.com."
