Investment Managers
Investment Managers
Aberdeen is an international investment manager managing over £129 billion of
assets (as at 30 June 2009) from our offices around the world.
We have no ties to other financial institutions, allowing us to focus on our
clients’ interests. Clients access our investment expertise across the three
asset classes: equities, fixed income, property.
We believe our focus and approach enable us to provide effective asset
management and superior client service.
Aviva Investors is the global asset management business of Aviva. We’re dedicated to building and providing our clients with focused investment solutions with assets under management in excess of £222 billion across a range of funds. Our client base ranges from among the largest financial institutions to individuals investing for the future.
We employ almost 1,300 people, including some 400 investment professionals, in 20 locations around the world. Our clients benefit not only from our unique access to, and experience of, our local markets, but also from our ability to leverage an infrastructure that comes with global representation.
Figures at of 30 June 2009
Bedlam is an independent, equity investment boutique. Established to manage institutional accounts on a long only, unconstrained basis, the level of portfolio transparency is simply unique. The philosophy is one of concentrated portfolios investing in the best businesses at the right price, to generate superior returns with low volatility and turnover.
AUM have doubled in the past 12 months through wins in the UK, US and Australia, yet capacity limits ensure client returns must rank before asset-gathering. In making our debut at the Professional Pension Show we look forward to talking to you about how our approach could work for you.
BlackRock is a premier provider of global investment management, risk
management, and advisory services. As of 30 June 2009, the firm manages £831
billion across equity, fixed income, real estate, liquidity, and alternative
strategies. Clients include corporate, public, and union pension plans,
insurance companies, mutual funds, endowments, foundations, charities,
corporations, official institutions, and individuals worldwide.
Through BlackRock Solutions®, the firm offers risk management and advisory
services that combine capital markets expertise with proprietarily-developed
systems and technology. BlackRock Solutions provides risk management and
enterprise investment services for £4.24 trillion in assets.
BlackRock serves clients in North and South America, Europe, Asia, Australia,
Africa, and the Middle East. Headquartered in New York, the firm maintains
offices in 21 countries around the world
BNY Mellon Asset Management is the global asset management arm of BNY Mellon, one of the world’s major financial services groups with operations in 34 countries serving more than 100 markets.
With US$926 billion in assets under management, BNY Mellon Asset Management is a global leader with offices in many major financial centres throughout the world. We have extensive experience in meeting the investment needs of the world’s professional investors.
F&C Investments is an active fund manager with a multi-specialist investment model where individual teams have strong accountability for their products and processes. The group is also an active shareholder with a leading franchise in governance and sustainable investment. F&C now manages £88.3 billion (€103.7 billion) of assets* for a diverse range of institutional, insurance and retail clients across all major asset classes – equities, bonds, cash and property – as well as alternative and specialist product classes such as Socially Responsible Investment funds, hedge funds, funds of hedge funds, private equity funds, Global Tactical Asset Allocation products, enhanced alpha funds and Liability Driven Investments. F&C invests globally and has been a longstanding investor in emerging markets.
F&C manages assets principally from three investment centres: London, Amsterdam and Edinburgh. The group has an office network spanning ten countries: China (Hong Kong), France (Paris), Germany (Frankfurt), Ireland (Dublin), The Netherlands (Amsterdam), Portugal (Lisbon), Sweden (Stockholm), Switzerland (Geneva), UK (London, Edinburgh, Dorking) and the United States (Boston).
* As at 30th June 2009
HSBC Global Asset Management offers a range of investment opportunities, tailor-made solutions and a comprehensive set of services to meet clients' needs.
With approximately 2,100 investment professionals in around 30 countries across Europe, Asia, the Americas, the Middle East and Africa, HSBC Global Asset Management combines local knowledge with global reach. HSBC Global Asset Management employs a distinct multi-specialist asset management structure, which promotes focus on solutions for local authorities, pension schemes, corporations and sovereigns. HSBC Global Asset Management is part of HSBC Global Banking and Markets, a division of HSBC Holdings plc.
The future of investing for the long term, we believe, lies firmly in active management. As a champion of this approach, we look to provide investment expertise across a range of asset classes and markets. By focusing on our traditional strengths, we believe we can add value through our well-established, quality product offering.
Investec Asset Management is a specialist investment manager, providing a premier range of portfolio management services and products to institutional and individual investors. Established in 1991, the firm has been built from start-up into an international business managing in excess of £30 billion (as at 31 May 2009) on behalf of third party clients.
We are a specialist, active investment manager with core offerings in global equities, fixed income and multi-asset management. We firmly believe in the power of specialisation and that great investments come from bold and well-tested ideas; focused, small teams provide the ideal environment for idea generation and rapid implementation to deliver superior performance.
Come and visit our Stand (number 22), play our Batak game and you could win one of our amazing prizes!
JPMorgan Asset Management (JPMAM) is the chosen investment manager of pension plans across the world. With over £700 billion in total assets under management (as at 30.06.09), it has built a world-leading position by offering expertise in every asset class and economic region.
JPMAM understands the needs of both defined benefit and defined contribution clients. It offers its expertise on both a pooled and segregated basis, using the same highly-regarded investment teams in both cases.
JPMAM is in an exceptional position to deliver solutions that match each client’s risk profile. Mandates can cover the full spectrum of investment risk in active asset management, from core funds which carefully control levels of relative risk against the benchmark to ‘high alpha’ and ‘best ideas’ products which take a more aggressive approach in search of high returns.
Constantly seeking out new sources of return through innovative solutions, in this way, JPMAM looks to deliver outstanding long-term performance that pension plans and their members can rely on.
Lazard Asset Management Limited (LAML) is the London-based investment, client
servicing and marketing arm of Lazard Asset Management and caters for
institutional, third party distribution and private clients in the UK, Northern
Europe and the Middle East. Established in 1953, Lazard Asset Management
Limited is a UK limited company authorised and regulated by the Financial
Services Authority. As at 30 June 2009, assets under management were £52.4 bn.
Martin Currie is a specialist investment management business. From our headquarters in Edinburgh, we manage £9.9 billion (US$16.3 billion) in active equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds. Our pooled funds include an Oeic, Sicav, offshore mutual funds and a range of absolute return funds.
We are a private company, owned and managed by our full-time employees. We believe that employee-ownership confers stability, minimises corporate distractions and helps us to attract and retain talent
Neptune Investment Management believes a truly active approach to investment offers the best opportunity for superior returns.
Our investment philosophy is at the core of our outperformance and is driven by the belief that equities should be viewed by global industry sector rather than the more traditional regional, index-driven approach. This unique global sector focus combined with extensive in-house macroeconomic research and stockpicking, has been key to our success.
To learn more and find out how we can help you meet your investment objectives, contact Alistair Wilson, Head of Institutional Business on 020 3008 8002
Pension Corporation removes pension risks from the trustees and sponsors of defined benefit pension funds. As a market leader it is the counterparty to risks ranging from full pension insurance buyout to longevity risk insurance, sponsor stewardship and asset-liability management. Established in 2006 by the Truell Charitable Foundation, the Group now provides increased levels of security and stability for fund members through Pension Insurance Corporation Ltd (“PIC”), an FSA authorised and regulated insurance company; and Pension Corporation Investments LP Inc. (“PCI”). For further information please visit
Pioneer Investments is a leading asset manager with an 80-year heritage of providing investment solutions across both traditional and non-traditional asset classes to institutions, intermediaries and private individuals around the world. We are a global organisation, employing approximately 2,200 people including 400 investment professionals. Our key investment hubs located in Boston, Dublin and Singapore service £136 billion in assets under management (30 June 2009) across all major asset classes.
St. James’s Place Wealth Management
WE CAN HELP YOU.
All defined benefit schemes require a combination of scheme management,
actuarial guidance, administration efficiency, investment management, forward
planning and cost control.
If you are not satisfied with any of the above then you should be speaking with St. James’s Place Wealth Management who have developed a full range of final salary pension scheme services to help Trustees and Employers manage as efficiently as possible their scheme whilst helping to drive down overall costs.
Our services combined with our distinct approach to investment management offer a compelling package for anybody responsible for the running and maintenance of a defined benefits pension scheme, regardless of its size.
Please come and discover the opportunities that we can provide for your scheme.
Threadneedle is one of the leading asset management companies in the UK. It manages more than £48 billion* of assets on behalf of institutional and retail clients including local authorities and corporate pension schemes.
Investment solutions
A team of over 120 investment professionals covers all major equity and fixed income markets as well as alternatives including hedge funds, commodities and property. It invests with flexibility and high conviction to generate alpha across these asset classes.
This comprehensive coverage of asset classes enables Threadneedle to develop bespoke solutions for its clients to help them meet their unique investment objectives.
In order to discuss how Threadneedle may assist you please call:
Stephen Hearle
Head of UK Institutional Sales & Client Service
T:+44 (0)20 7464 5506
E:stephen.hearle@threadneedle.co.uk
*Source: Threadneedle 30 June 2009
Important information
The research and analysis included in this document has been produced by Threadneedle for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed. Any opinions expressed are made as at the date of publication but are subject to change without notice.
Issued by Threadneedle Asset Management Limited (TAML), registered in England and Wales, no. 573204, 60 St Mary Axe, London EC3A 8JQ. TAML is authorised and regulated in the UK by the Financial Services Authority. Threadneedle is a brand name, and both the Threadneedle name and logo are trademarks or registered trademarks of the Threadneedlegroup of companies.
UBS Global Asset Management is one of the world’s leading asset managers, providing traditional, alternative and real estate investment solutions to private clients, financial intermediaries and institutional investors worldwide. We offer a diversified range of investment capabilities in the following investment areas: Equities, Fixed Income, Alternative and Quantitative Investments, Global Real Estate, Global Investment Solutions, Infrastructure and Private Equity and Fund Services.
Our focus on meeting client needs is reflected in our broad range of specialised and boutique-like investment capabilities. We are committed to providing clients with appropriate investment solutions in order to deliver them with consistent long-term results.
