Introduction

How We Serve Pension Funds

• Comprehensive portfolio solutions: from specific mandates to full portfolio management.

• Technology platform for analytics, risk management, and transparency.

• Diversified strategies across multiple asset classes: fixed income, equities, alternatives, liquidity.

• Tailored approach: we understand investment horizons, retirement policies, regulatory requirements, and risk profiles.

Our Key Asset Classes and Strategies

1. Fixed Income

Fixed income plays a vital role for funds seeking to preserve capital, generate stable income, and reduce volatility.

Our approaches include:

• Public instruments (government and corporate bonds) – both active and index-based.

• Private credit and emerging market debt with rigorous credit analysis.

• Unconstrained strategies providing flexibility to capture market dislocations.

• Structured/securitized debt, combining liquidity and risk-adjusted yield.

2. Alternatives

To diversify beyond traditional markets, enhance risk-adjusted returns, and gain access to uncorrelated income streams:

• Private credit: direct lending, special situations.

• Private equity: direct stakes, co-investments, growth strategies.

• Infrastructure: tangible assets with long-term stable cash flows and inflation protection.

• Hedge funds and multi-alternative strategies to mitigate systematic risks.

3. Liquidity

Proper liquidity management enables pension funds to meet payout needs, adjust strategies, seize opportunities, and navigate adverse conditions.

Solutions we offer:

• Short-term strategies with high liquidity.

• Money market funds and specialized liquidity accounts.

• Separately managed accounts (SMAs) and ETFs for greater transparency.

• Liquid hedges and investments as part of a portfolio’s safety core.

4. Equities

For long-horizon investors, equities provide capital growth and inflation protection through selective market exposure.

• Fundamental active strategies: rigorous company research and sector expertise.

• Systematic strategies: quantitative models, data science, and AI to identify opportunities.

• Index & ETFs: cost-efficient, globally diversified, and flexible.

• Thematic and sector-specific strategies capturing long-term trends (technology, sustainability, etc.).

Governance & Risk Management

• Advanced technology to monitor market, credit, and liquidity risks.

• Stress testing, peer analysis, and scenario simulations.

• Transparent reporting on fees, investment policies, and fund performance.

• Regulatory compliance and ethical investment practices, including ESG integration where applicable.

Benefits of Partnering with AI Investments