Paul Charles Robert Birchenough

WBI-IM utilizes active management and employs disciplined, analytical research processes across a wide range of strategies, including US equity, non-US equity, fixed income, and multi-asset. The firm's equity investment philosophy places a heavy emphasis on consistent and thorough fundamental research, while the fixed-income team uses a research-based approach to select securities and build portfolios. Their Dynamic Allocation Strategies (DAS) team manages global multi-asset strategies that offer diversified long and short macro exposures.

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.

AXA IM-UK focuses on investment areas where they have a competitive edge within each asset class. They are organized in small investment teams dedicated to a specific instrument, sector, region or strategy. Each team is supported by a shared pool of fundamental research resources and empowered to make investment decisions. With fundamental research at the core of their process, their investment professionals seek out and develop sources of alpha across world markets. AXA IM-UK's research is organized along investment strategy, equity and fixed-income and is supported by proprietary quantitative resources and an extensive company visit program.