Francis Chartier

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.

HSBC AM-India is an active, long-term manager which seeks to invest in companies they believe have sustainable business growth and which are trading at a substantial discount to their intrinsic value. The firm adopts a blend of value and growth strategies for stock picking and utilizes a bottom-up approach. HSBC AM-India constructs portfolios primarily following a buy-and-hold strategy. They may hedge portfolios to protect potential downside utilizing F&O and effective use of cash. Their investment decisions are process-driven and involve fund managers and sector specialists. For fixed-income portfolios, HSBC AM-India adapts the HSBC Global Investment Process for Asset Management, monitoring duration, credit, curve positioning and security selection. They employ a combination top-down, bottom-up approach applying the top-down perspective to duration and credit and the bottom-up perspective to curve positioning and security selection.

Functions as a College/University

Unigestion Canada aims to deliver superior performance for their clients. The firm has four areas of expertise – equities, private equity, liquid alternatives and multi asset.