Euan Munro

NIM is a thematic, team-oriented manager which conducts in-house research to identify themes and trends that influence, or are likely to influence, economies or stock markets globally. The firm focuses their research on the areas they believe are most likely to yield the best performing securities. Portfolio managers construct equity and fixed-income model portfolios in teams. For equity portfolios, the most important aspect of portfolio construction is stock selection as bottom-up decisions drive, to a large extent, a portfolio’s allocation to countries, sectors, and currencies. Their fixed income portfolios utilize both their top-down view of the world’s bond and currency markets and bottom-up investment selection process.

AIM’s investment process is the product of their “Focus on Change” philosophy and combines asset allocation, security selection, portfolio construction, dealing and risk management. They carry out rigorous research in all the major financial markets. Their dedicated risk management team measures and monitors risk across all portfolios. Each fund has a clearly defined specification setting out the parameters within which the portfolio manager can invest.

Provides investment management and financial services

Operates as a holding company that provides customers with long-term insurance and savings, general and health insurance, and fund management products and services

AI-IE is an active, global asset manager with broad and deep expertise across all major asset classes. The firm considers asset allocation and portfolio construction as vital parts of their bottom-up investment process, which is informed by a top-down analysis of key economic variables, leading to medium-term forecasts on earnings growth, interest rates and bond yields. Their risk control process aims at limiting volatility relative to benchmark at the stock, sector and market levels.

AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio.

Functions as a College/University

LGT Wealth Management takes an active and research-intensive approach to deliver next-generation investment solutions to clients over the long term. Their conventional approach invests in conventional asset classes like equities, bonds and real estate and aims to outperform the market or an agreed benchmark, while their target return approach is broadly diversified, aiming to deliver specific target returns. The firm diversifies risk by investing across asset classes, regions and strategies and utilizes sophisticated risk analysis systems to monitor every portfolio’s exposure to different risk factors and levels of risk. Their Investment Committee carries out the research and risk management processes.

Provides investment advisory services for institutional clients