Multi asset solutions are investment portfolios that spread the underlying investments over a range of different asset classes such as equities, bonds, absolute return and alternatives.
Financial markets can be volatile and unpredictable. Therefore the most efficient way to maximise returns for the minimal expected amount of risk involves the use of a range of asset classes.
Each fund manager will blend the different component parts in such a way that they don't simply move up and down together. This has the effect of reducing the overall volatility of the portfolio and improves long term returns.
Each fund will aim to maximise returns by blending together the most efficient set of assets for the level of risk incurred, which can then be matched by your Financial Adviser to your specific circumstances.
Different fund managers may adopt a different approach to gain exposure to each of the underlying asset classes, with some picking "active" fund managers, whilst others may choose lower cost "passive" options instead.
FlexGlobal provides access to leading fund managers with proven expertise in the world of multi asset investing with a range of funds to suit different investor types, from Defensive through to Adventurous.
Standard Life Aberdeen plc is one of the world’s largest investment companies, created in 2017 from the merger of Standard Life plc and Aberdeen Asset Management plc. Operating under the brand Aberdeen Standard Investments, the investment arm has £557 bn of assets under management and administration (as at 30/06/2018) making it the largest active manager in the UK and one of the largest in Europe. It has a significant global presence and the scale and expertise to help clients meet their investment goals.
AllianceBernstein employs over 3,500 staff across 51 offices in 25 different countries. The company manages USD 550 billion of assets (as at 30/09/18) and traces its history back to 1967 when Sanford C Bernstein started as a private securities firm. Today AllianceBernstein offers investment strategies across equities, fixed income, multi asset and alternatives, in addition to being an award winning investment research firm as well.
BlackRock is one of the world's pre-eminent asset managers with assets of USD 6.0 trillion under management (as at 31/12/2018). It has 135 investment teams spread across 30 different countries. BlackRock manages assets for institutional and retail clients across a range of products, including iShares ETFs. More than two-thirds of the assets managed are related to retirement, through pension
and defined contribution plans, and intermediaries on behalf of individuals.
In the UK and Europe, Canaccord Genuity Wealth Management is well-established with a strong track record and has offices covering multiple jurisdictions in London, Guernsey, Jersey and the Isle of Man. In total, the company manages and administers more than £26.9 billion of assets (as at 30/09/2018). A broad range of services including discretionary and advisory portfolio management, stockbroking and independent wealth planning is available in addition to in house funds. The company is part of the Canaccord Genuity Group Inc which trades on the Toronto stock exchange.
GAM is one of the world’s leading independent, pure-play asset managers. It provides active investment solutions and products for institutions, financial intermediaries and private investors. The core investment business is complemented by private labelling services, which include management company and other support services to third-party institutions. Headquartered in Zurich, GAM is listed on the SIX Swiss Exchange and has assets under management of USD 149 billion (as at 30/09/2018). GAM employs over 900 people in 14 countries.
HSBC GAM is the asset manager of the HSBC Group and was formed in 1973. It has approximately 600 investment staff in 26 offices around the world and manages USD 468.3 billion (as at 30/06/2018). The company provides investment opportunities across multiple asset classes and capabilities, focussing on connecting the developed and developing world. The investment process is characterised by structure and discipline, with a strong focus on risk awareness and risk management throughout the organisation.
Pacific Asset Management is the core asset management business of the Pacific Investments Group, a global financial services group encompassing real estate, private equity and asset management. Firmly established within the global business infrastructure of Pacific Investments, Pacific Asset Management is able to combine the flexibility and focus of an investment boutique with the strength and resources of an established institution. Their highly experienced teams manage investments on behalf of advisers, institutions, wealth managers, family offices and private investors. Pacific’s Multi-Asset range employs an unbiased approach and invests across passive, active and smart beta strategies.
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