Investment Solutions

• Active asset allocation

  Every year, our flagship Expected Returns forecasts the likely asset returns and economic conditions for the upcoming five-year periods. We use this publication to form the basis of our strategic asset allocation for clients with specific investment needs. This helps us to optimize fixed income, equity and multi-asset portfolios.
  
  We add tactical asset allocation to our investment proposals using advanced quant models and our proprietary SDG frameworks to screen universes of thousands of investment candidates to find the winners in each asset class.
  
  Taken together, strategic and tactical asset allocation form an unbeatable combination in creating the right risk-adjusted or returns-orientated portfolios for clients.

  Expected Returns 2026-2030 – The Stale Renaissance

  
  

• Sustainability aligned to clients’ objectives

  As a pioneer of sustainable investing, we go further than simply integrating environmental, social and governance (ESG) factors across our entire spectrum of fundamental, quantitative, thematic and emerging markets investing. 

  By combining deep sustainability insights with flexible portfolio construction, we help clients confidently pursue their financial goals while staying true to their environmental and social commitments. 

  We have developed various ‘Traffic Light’ models to assess what progress companies are making on their SDG, decarbonization and biodiversity targets. Active ownership is extensively used to further sustainability objectives at investee companies through engagement and voting to improve long-term outcomes.

  Crafting solutions, five client cases Traffic Lights for climate and biodiversity investing

  
  

• Optimization tools

  An engineer is nothing without their tools. Our signature tool for fixed income solutions, the Falcon platform, allows portfolio optimization in arenas ranging from LDI and CDI to Fixed Maturity Products and Buy and Maintain Credit. 

  Our equity optimization tool, Magpie, enables precise portfolio construction by balancing different return sources with risk considerations across global equity markets.  

  Working alongside it, our strategic asset allocation engine, Parrot, supports long-term investment planning by integrating macroeconomic scenarios and capital market assumptions into robust, forward-looking portfolio strategies. 

  Beyond these tools, we have pioneered various resources over the years that have become integral to our solutions. This includes our duration times spread models in credit investing, and the integration of AI instruments in SI investing.

  External resources such as data providers and our network of academics are leveraged when needed to construct portfolios and find solutions to previously unaddressed challenges. 

  More about client portfolio optimization

  
  

Modern investing is a complex process. For us, it begins with understanding your specific objectives, requirements and regulations. Our portfolio managers spend significant time on the design phase, focusing on the actual purpose of the investment, such as cash flow matching, protecting the solvency ratio or accumulating wealth. Only once those ground rules and objectives are established we move on to choosing specific holdings from different asset classes.