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Products
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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.
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Aberdeen Asset Management Aviva
Credit Suisse
Dexia Asset Management
Edmond de Rothschild Asset Management
Fidelity Investments
Fortis
Franklin Templeton Investments
Gartmore
Insight Investment Management
INVESCO
JPMorgan Asset Management
M&G Investments
Morley Fund Management
New Star
Petercam
Robeco
Société Générale
TACTICA Fund Management
Threadneedle Investments
UBS Global Asset Management
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Aberdeen Asset Management PLC is an international investment management group, managing assets for both institutional and retail clients from offices around the world. Their goal is to deliver superior fund performance across diverse asset classes in which we believe we have a sustainable competitive edge. Listed on the London and Singapore stock exchanges, they manage fixed income and equities (quoted and private) in segregated, closed and open-ended pooled structures.
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Credit Suisse is a leading global asset manager focusing on institutional, mutual fund and private client investors, providing investment products and portfolio advice to clients around the world. Credit Suisse Asset Management had global assets under management of EUR 311.6 billion and employed 1938 people worldwide as of December 31 2005. On January 1 2006 Credit Suisse reorganized its global business around three core businesses: Investment Banking, Private Banking, and Asset Management. As part of this reorganization, Credit Suisse combined several asset management businesses that existed in various parts of the organization, forming a new Asset Management business with approximately EUR 321 bn in assets under management.
As of January 1, this expanded 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 18 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.
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Dexia Asset Management, the asset management division of the Dexia
group, offers PanEuroLife the expertise of a multi-specialist in
asset management. The investment process implemented consists of a
rigorous approach to portfolio structuring; the goal is to achieve
steady and lasting performance. This daily performance has been
recognised by scores of international awards presented by licensed
specialists, including Moody's, Micropal, La Tribune, La Vie
Financière and others.
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Fidelity International Limited (FIL) was founded 40 years ago and manages over 167.1 billion EUR for million investors worldwide (31/03/2008). Fidelity’s investment strategy differs from the other fund managers’ strategy as it is based on an approach "bottom-up" and an in-depth analysis of the companies.
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"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.
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JPMorgan Fleming Asset Management, the asset management arm of JPMorgan Chase, is one of the largest investment management houses in the world, managing over USD 828 billion on behalf of private and institutional investors around 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.
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Franklin Templeton Investments is a worldwide group constituted of four investment managers founded in the United States in the early 40’s: Franklin, Templeton, Mutual Series and Fiduciary Trust. By sharing their knowledge of the financial markets, these companies have facilitated the development of four independent management teams using different investment styles that complement each other.
Listed on the New York, San Francisco and London Stock Exchanges through its holding company Franklin Resources Inc, the group today employs close to 7000 employees in 50 offices worldwide. With more than USD 450 billion assets under management (as of June 30, 2005) and 11 million client accounts, this world leader concentrates all its expertise on one sole business: the management of investment funds.
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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, invested assets totaled some CHF 737 billion, making it 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.
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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.
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The Compagnie Financière Edmond de Rothschild is the French banking subsidiary of the LCF Rothschild Group.
Headquartered in Paris, the firm has nearly EUR 20 billion in assets under management.
With a reputation as one of the most innovative multi-style, multi-class asset managers, the Compagnie Financière Edmond de Rothschild offers a wealth of expertise in equities and fixed income management, diversified management, traditional and alternative multi-management, structured products and private equity.
Edmond de Rothschild Asset Management is the investment management arm of the LCF Rothschild Group. The quality and consistency of its long-term investment performance are reflected in the numerous awards regularly received by the firm.
Edmond de Rothschild Asset Management is regularly ranked among the best equity fund managers in Europe by Global Investor/Morningstar. The firm's leadership is further enhanced by the fact that it has been rated the “most recommended” asset manager by independent financial advisers in almost every year since 1998.
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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 with more than EUR 120 billion under management (June 2005) for more than one million retail investors and 700 institutional customers. 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.
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The Société Générale Group is today the 5th banking group of the
euro zone. Its department "Equities and Indexes Derivatives" (DEAI)
holds 1220 people present on all the major stock exchanges. World
leader on the market of the structured products, DEAI was awarded
"Equity Derivatives House of the Year" by The Banker (2003 and
2004), Risk Magazine (2001 and 2002) and IFR (2001) in
particular for its capacity of innovation. PanEuroLife chose DEAI,
which is renowned for its expertise and its capacity of innovation
recognized by the industry, as privileged supplier of structured
products.
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INVESCO Asset Management is part of the AMVESCAP group, one of the biggest managers of independent funds in the world. AMVESCAP in figures:
- Over USD 373.2 billion in assets managed, as of 30 June 2005, for clients spread all over the world;
- Over 600 investment specialists, who contribute to maintaining and developing unique expertise vis-à-vis the competition;
- Some 6,500 employees, who will provide optimal monitoring for clients, whether institutional or private;
- A share listed on the major international exchanges and forming part of the FTSE 100 and MSCI World.
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Fortis Investments* is a leading international asset manager serving both institutional and retail investors. It has 16 key investment centers located in Boston, Brussels, London, Luxembourg, Paris, Amsterdam, Shangai and Tokyo and manages EUR 101.2 billion globally for its clients.
Fortis Investments has a broad range of assets under management; its international staff and organisation, investment capabilities and product development tools create innovative and tailored solutions for its clients' needs. A flat and genuinely multi-cultural structure enables fast communication and a global outlook; proximity to the client is maintained through well-staffed local teams focused on both sales and customer service. * Fortis Investments is the trade name of the Fortis Investment Management Group
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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.
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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.
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Petercam is a leading independent and integrated non-bank financial intermediary in Benelux, employing almost 400 people. Established in 1968, it is owned in partnership by shareholders from the founding families and a number of group executives.
Petercam’s core activities are institutional sales and trading, corporate finance and private and institutional asset management. Research is split into macro-economy strategy and micro analysis. The asset management team is based in Brussels.
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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.
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Morley Fund Management Limited is the UK-based asset management business of Aviva plc. Firms within the Morley group of companies manage a wide range of asset classes including equities, bonds and property. It employs over 200 investment professionals and manages over £147.8 bn of assets from offices around the world. (As at 30 September 2005.)
Morley Fund Management is a wholly owned subsidiary of Aviva plc and manages both institutional and retail funds under the Morley brand.
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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 with €152.9 billion of assets under management as at 30 September 2007. We manage money for private investors, pension funds, insurance groups and other institutions, as well as providing the investment expertise.
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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.
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