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Fund Managers

Our team of financial analysts pursue a two-tier fund-picking process:

- A quantitative approach, identifying the most attractive risk/return profiles.
- A qualitative approach which determines whether past performance can be sustained going forward.

To this end, we draw on the experience of international specialists in financial management.

Aberdeen Asset Management
Aviva
Barclays Capital
BlackRock
Carmignac Gestion
Credit Suisse
Dexia Asset Management
Edmond de Rothschild Asset Management
Fidelity International

Fortis Investments
Franklin Templeton Investments
Gartmore
Insight Investment
Invesco
J.P. Morgan Asset Management
M&G Investments
New Star
Nordea
Norwich
Petercam
Primonial FundQuest
Robeco
Rothschild & Cie Gestion
Société Générale
Threadneedle Investments
UBS Global Asset Management

Logo DWS

At Aberdeen, asset management is all that we can do
We have no ties to other financial institutions, allowing us to focus on our clients' interests. We now manage third party assets from our offices around the world. Our clients access our investment expertise across the three asset classes: equities, fixed income and property. We package our skills in the form of segregated and pooled products across the borders. We invest worldwide and follow a predominantly long-only approach, based on fundamentally sound investments - we do not chase market fads. Aberdeens investment teams are based in the markets or regions in which they invest. Clients understand our process and portfolios because they are transparent.

 

Barclays Capital

Barclays Capital is the investment banking division of Barclays Bank PLC which has an AA long-term credit rating and a balance sheet of over US$1.9 trillion. Barclays Capital provides large corporate, government and institutional clients with solutions to their financing and risk management needs including:
Bonds
Commodities
Credit products
Equity derivatives
Inflation-linked products
Interest rate products
Foreign Exchange Leveraged Finance
Loans
Emerging Markets
Prime Services
Private Equity
Securitisation

Barclays Capital has offices in 26 countries, employs over 13,200 people and has the global reach and distribution power to meet the needs of issuers and investors worldwide.

 

 

Logo BlackRock

Since it was founded in 1988, BlackRock® has become a premier provider of global investment management and one of the largest asset management companies with more than US$1.3 trillion assets under management and clients in more than 60 countries. After a series of successful mergers and
acquisitions, BlackRock is now able to propose a broad range of investment solutions across equity, fixed income, cash management and other
alternative investment strategies. With more than 50 offices, 5.500 employees and over 700 investment professionals around the world, BlackRock
can benefit from its global infrastructure and local expertise to provide clients with high-level asset management, investment solutions and risk
management tools.

 

Logo Credit Suisse

As one of the world’s leading banks, Credit Suisse provides its clients with private banking, investment banking and asset management services worldwide. The Asset Management business offers products across the full spectrum of investment classes, ranging from equities, fixed income and multiple-asset class products to alternative investments such as real estate, hedge funds, private equity and volatility management. Credit Suisse’s Asset Management business manages portfolios, mutual funds, and other investment vehicles for a broad spectrum of clients ranging from governments, institutions and corporations to private individuals. With offices focused on asset management in 23 countries, Credit Suisse’s Asset Management business is operated as a globally integrated network to deliver the bank’s best investment ideas and capabilities to clients around the world.

 

Logo Dexia

Dexia Asset Management, the asset management division of the Dexia group, is specialised in financial analysis, fund management and institutional and private mandates. It manages european assets through a complete range of investment instruments: traditional, alternative, structured and socially responsible management. Dexia Asset Managements management centers are based in Brussels, Luxembourg, Paris and Sydney. Its sales teams are located throughout continental Europe, in the Middle East and in Canada. The investment process implemented consists of a rigorous approach to portfolio structuring; the goal is to achieve steady and lasting performance.

 

Logo Fidelity

Fidelity International was founded with a simple goal: to achieve outstanding investment returns for our clients.
Nearly 40 years on, this approach has yielded impressive results. Fidelity now has a presence in all major financial centres in the world and a range of funds covering all regions, industrial sectors and asset classes.

With 415 fund managers and research professionals, we believe our research resources are unrivalled within the industry. These investment professionals carry out in-depth analysis to uncover the best opportunities, following our proven bottom-up stockpicking approach.

This level of commitment has led to Fidelity receiving some of the highest industry accolades and awards year after year, recognising our investment performance and research. For our customers this means solid investments based on thorough research, and the reassurance of investing with one of the world's leading investment houses.
Fidelity's Investment Philosophy

Our success is based on our thorough and methodical research of individual companies. We believe that ultimately the most reliable information is the information we gather ourselves.

This is why Fidelity places a particular emphasis on resources. Our global network of portfolio managers and analysts is one of the largest and most respected in the industry, giving Fidelity a leading edge right from the very start of the investment process.

Based on our unique insight, we then pick every single company on its own particular merits to build our portfolios stock by stock. We call this process “bottom-up stockpicking”. As our record shows, it has served our clients well.

 

Logo Aviva

"Aviva Funds" is a generic term for the Continental European operations of Morley Fund Management. The principal product offered by Aviva Funds is Aviva Funds SICAV, the Luxembourg-domiciled mutual fund of the Aviva Group. 
  
The mission of Aviva Funds is to pursue growth opportunities in the Continental European Fund Management arena to establish a European mutual funds business that is recognised and selected by Europe's top asset managers. 
 

 

Logo JPMF

JPMorgan Fleming Asset Management, the asset management arm of JPMorgan Chase, is one of the largest investment management houses in the world.
JPMorgan Fleming offers expertise in a broad range of asset classes, including equities, fixed income, liquidity, managed currency and hedge funds and invests across all major markets and also emerging market regions. In this way, JPMorgan Fleming Asset Management aims to offer its clients the widest range of investment solutions to help them meet their objectives. JPMorgan Fleming's investment teams are spread across Europe, the Americas, Japan and Asia-Pacific.


 

Logo Franklin Templeton

Franklin Templeton Investments is a worldwide asset management group constituted of several investment managers: Franklin, Templeton and Mutual Series. By sharing their knowledge of the financial markets, these companies have facilitated the development of independent management teams using different investment styles that complement each other.
Listed on the New York and San Francisco Stock Exchanges through its holding company Franklin Resources Inc (Symbol: BEN), the group today employs close to 8300 employees in 75 offices worldwide.


 

Logo UBS

UBS Global Asset Management is one of the world’s leading asset managers, providing traditional and alternative investment management solutions to private clients, financial intermediaries and institutional investors worldwide.
The company offers over 400 investment funds, exchange traded funds and other investment vehicles, across all asset types in country, regional and industry sectors, which are distributed principally through financial intermediaries. It has a diverse institutional client base located throughout the world, including corporate and public pension plans, endowments and private foundations, insurance companies, governments and central banks, and Supranationals.
UBS Global Asset Management employs some 2,800 employees, of which 750 are investment professionals (traditional investments, alternative and quantitative investments and real estate), located in 20 countries. Main offices are in Chicago, London, New York, Tokyo and Zurich. As of 30 September 2005, it is the largest fund house in Europe and the largest mutual fund manager in Switzerland. It is a business group of UBS, one of the world's leading financial firms, which also includes the world's largest wealth manager, a premier investment bank and securities firm.


 

Logo Gartmore

Gartmore adopts a team-based approach to investment management. The heart of Gartmore philosophy lies in the discovery of the unexpected; the ability of a company to generate earnings that will exceed or be sustained beyond market expectations. Share prices usually reflect what the market expects. Gartmore aims to seek out companies where we believe the market has underestimated the prospects for earnings. Just as importantly, Gartmore aims to avoid those where future earnings are likely to disappoint. The main differentiating feature of Gartmore's research process is Gartmore's unique approach to identifying and quantifying unexpected earnings. At the heart of this approach is a comprehensive assessment of industry and franchise dynamics. Risk management is an integral part of the Gartmore's equity investment process and aims to provide better returns per unit of risk. Gartmore manages risk on four levels – stock, sector, country and portfolio.


 

Logo Rothschild

The management of equities, convertible bonds and balanced funds is entrusted to Edmond de Rothschild Asset Management. With its focus on securities analysis and stock picking, Edmond de Rothschild Asset Management can rely on a unique blend of know-how developed in more than three decades of asset management. Its results demonstrate a formidable capacity to deliver sustained performance. This long track-record of success is also intimately associated with a systematic strategy of innovation, both in its asset management techniques and in its regional approach. Our fund managers, who are organised into autonomous teams, focus on fundamental corporate analysis. This management by conviction is fed by excellent knowledge of the business lines of every company and how they function in terms of their business models and managerial organisation. Each team’s management procedures are formalised in a clear and sustained investment process. Over the past four years, the average increase in assets in equities, convertibles and balanced funds under management has been 33% per annum. Managed assets in equity products account for 80% of the assets at Edmond de Rothschild Asset Management. Although European equities are historically dominant, Edmond de Rothschild Asset Management is also a trailblazer in new fields of growth such as India, China and even Brazil, with the newest fund in the range, Saint-Honoré Brésil. The portion represented by international equities outside Europe is now approaching a quarter of the total assets in equities. Edmond de Rothschild Asset Management also intends to strengthen its thematic fund range and build long-short and 130/30 type equity funds.

 

Logo Robeco

Founded in 1929, Robeco is both the oldest fund manager in Continental Europe, and the inventor of the SICAV concept. Today, it is one of Europe's leaders in asset management . Thanks to the quality of its management methods and its rigorous and disciplined investment process, the long-term performance of funds managed by Robeco has an excellent track record. Robeco is now a wholly-owned subsidiary of Rabobank, one of the most solid financial groups in the world.

 

Logo Société Générale

Société Générale is one of the largest financial services groups in the euro-zone. Its department "Global Equities Derivatives Solutions" (GEDS) holds 3700 people present on all the major stock exchanges. World leader on the market of the equity derivatives, SG CIB was awarded "Equity Derivatives House of the Year" by The Banker (2003, 2004, 2005, 2006 and 2007), Risk Magazine (2001, 2002, 2005, 2006 and 2008), IFR (2001, 2004, 2005 and 2006) and Structured Products Magazine (2005 et 2006) in particular for its capacity of innovation. Additionally, the bank was named "Modern Great in Equity Derivatives" by Risk in 2007 for its leadership in the industry over the past 10 years.
Private Estate Life chose the department "Global Equities Derivatives Solutions" from SG CIB, which is renowned for its expertise and its capacity of innovation recognized by the industry, as privileged supplier of structured products.

 



Invesco is a leading independent global investment management company, dedicated to helping people worldwide build their financial security. By delivering the combined power of our distinctive worldwide investment management capabilities, Invesco provides a comprehensive array of enduring investment solutions for retail, institutional and high net worth clients around the world. Operating in 20 countries under the names Invesco Aim, AIM Trimark, Atlantic Trust, Invesco, Invesco Perpetual, Invesco PowerShares and WL Ross & Co, the company employs 5400 employees and is listed on the New York Stock Exchange (NYSE) under the symbol IVZ.

 

Logo Fortis

Fortis Investments is a multi-centre, multi-product global asset management company. As a result of the integration of the asset management activities of ABN AMRO Asset Management, Fortis Investments has assets under management with over 50% of its revenues generated from third-party clients. With dominance and strength in Europe, a substantial position in Asia and an enlarged footprint in the Americas, the company has a true global presence, with sales offices and some 40 dedicated investment centres located around the world. Fortis Investments offers international investment solutions while meeting the requirements of local investors, both institutional and wholesale retail. Employees in the combined entity number over 2000, of whom around 600 are dedicated investment professionals. Activities range from institutional portfolio management to the development and management of mutual funds, such as the Fortis L Fund, which has some 160 sub-funds. Fortis Investments is a client-driven organisation that uses a disciplined investment process to satisfy its clients’ varied needs.

 
 

Logo Threadneedle

Threadneedle Investments was established in 1994 and is part of American Express, one of the best-known brands in the world of financial services. Threadneedle is a rapidly growing, full service asset management company, responsible for the management of some € 72 billion (30/09/03) of retail funds and institutional assets. The growth of our assets has firmly established us as the 2nd largest retail investment house in the UK (IMA, 30/11/03) - an impressive achievement for a company in such a short space of time. This success was built on performance, a team of award winning managers and a strong investment brand. Our fund management operation is based in the UK where over 100 investment professionals work together, in offices in the heart of the City of London.

 

Logo M&G

M&G was founded in 1901 as the financial arm of a British engineering company and revolutionised British finance in 1931 when it launched the first-ever mutual fund for the general public. Since that time the firm has concentrated on the management of investment funds. In 1999, M&G merged with Prudential plc, one of the largest global providers of financial services with more than 19 million customers, 21,500 employees and a market capitalisation of EUR 17.0 billion. Based in London, M&G now manages investment funds for its individual and institutional clients, and also acts as European investment manager for Prudential plc. The investment of equity assets outside Europe is outsourced to Prudential’s overseas investment offices in the US, South Africa, Singapore, Hong Kong and Japan, although M&G also manages global equity funds from its London office. M&G has funds under management with a total value of EUR 208.7 billion as at 30 September 2005, making it one of Europe’s leading fund providers. 
M&G International Investments Ltd, the international fund business of M&G, was launched in 2001. In the same year, the first local branch office of M&G International was opened in Berlin to handle client business in Germany, Austria and Luxembourg. In late 2002, a further office was opened in Milan for Italian clients. In 2005 offices were also opened in Vienna and Frankfurt for local client business, and distribution of M&G funds commenced in Switzerland.

 

Logo Goldman Sachs Asset Management

Petercam was founded in 1968, after a merger of Peterbroeck and Van Campenhout, and has established its reputation as an independent advisor. It is owned in partnership by 17 shareholders.
Petercam’s headquarter is located in the center of Brussels and has offices in New York, Amsterdam, Luxembourg, Genève and Paris.
The group employs more than 400 motivated people that aim to provide the best client service through professional and personalized advice. Petercam’s core activities are institutional sales and trading, corporate finance and private and institutional asset management. PAM focuses on European stocks (in its widest range and with a thematic approach), worldwide bonds, listed European property and private equity projects.

 

Logo New Star

New Star is a young investment management company committed to offering investors superior performance. Founded in June 2000, the company has built its funds under management to £11 billion as at the 31st January 2005. New Star employs more than 220 staff, of whom 50 are investment professionals, and it has offices in London, Dublin, Bermuda and Hong Kong.

 

Lyxor AM was set up in 1998. This 100% subsidiary of Société Générale is an asset management company connected with the group's financing and investment bank. It specialises in 3 areas: Hedge Fund Management: The Lyxor range consists of funds, hedge funds of funds and absolute return funds managed according to high standards of risk management and based on a careful selection of hedge fund managers. Lyxor AM has built its reputation around its platform of hedge funds, which includes over 170 funds in the key strategies and offers a diversified range of investments and a high level of transparency, security and liquidity. Structured Management: Lyxor offers its clients investment solutions tailored to their risk profiles and return objectives. These solutions incorporate in this field the innovations of the Group, which is the world number 1 in structured products for shares and indices. Index Tracking: The range of Lyxor ETF trackers is now one of the widest and most liquid in Europe, making Lyxor AM a European leader. Lyxor AM’s trackers are listed on 8 stock exchanges in Europe and in Asia and offer exposure to the 3 asset classes: stocks, bonds and commodities.

 

Logo Morley Fund Management

Insight Investment Management (Global) Limited (‘Insight’) is an industry-leading UK-based asset management company. It is a private limited company and a wholly owned subsidiary of the HBOS Group, one of the largest banking groups in Europe.

Our parentage brings the benefits of strategic strength and stability, whilst at the same time we also function autonomously. This ensures a clear focus on understanding the marketplace and providing solutions that help us to achieve our clients’ objectives.

The origin of the Insight brand lies within Clerical Medical, one of the UK’s oldest investment managers having been founded in 1824, that was re-branded Insight Investment Management Limited in 2002. In January 2003 Insight proceeded to announce its acquisition of Rothschild Asset Management who had been managing money since 1804. Since this time, Insight has appointed a new executive body and restructured its investment platform to be able to provide clients with a new and broader range of investment solutions. We are one of the largest UK-based fund managers. We manage money for private investors, pension funds, insurance groups and other institutions, as well as providing the investment expertise.

 

Logo TACTICA Fund Management

TACTICA Fund Management Ltd (TFML) was established in January 2006 initially to service an international and predominately institutional client base. Using their knowledge of running asset management companies, the founding directors have looked to address new attitudes towards investment management and responsibility in today’s financial markets. This has led to the design and construction of the S&W TACTICA Multi Asset Portfolios that are now the bedrock of a compelling proposition.

 

Logo Primonial FundQuest

Primonial FundQuest is fully dedicated to increase private investors' wealth through a flexible multi-management strategy.
With its flexible and disciplined investment style, the company’s primary aim is to preserve the capital of its clients across different market environments.

Convictions, Flexibility and Risk Management are the three pillars of our asset management philosophy.

Convictions: our quantitative analysis of funds, along with our qualitative assessment of the value added and the risk taken by the fund managers, gives us a high level of confidence to select the right funds in each market environment.

Flexibility: The portfolio is built following a flexible allocation between funds through a rigorous analysis of market attractiveness.

Risk Control: the risks of each fund are assessed using a risk management tool which analyses the funds behaviors in points of market stress.

Within the range of funds offered by the prestigious JP Morgan AM, Primonial FundQuest selects the best funds in each market environment in order to manage three portfolios according to their respective risk profiles: Primonial Stratégie Harmonie (cautious), Primonial Stratégie Vivacité (balanced), and Primonial Stratégie Audace (dynamic).


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