Pam Beith

RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs.

BMAM is an active, medium- to long-term manager which aims to provide strong and consistent risk-adjusted returns by constructing balanced, individual portfolios composed of the best investments across asset classes. The firm aims to combine selected external managers with a carefully selected mix of direct, passive and alternative assets across a managed selection of the most relevant asset classes. Investment managers combine their understanding of client requirements with asset allocation guidance from the investment committee and investment selections from their research teams. BMAM’s in-house research teams and experienced investment managers form the backbone of the firm’s centralized investment process which aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients.

AAM is an active, risk-aware manager which aims to outperform chosen benchmarks. They invest in a wide range of different securities without regard to any particular index, seeking to invest in good quality companies and concentrating on absolute and relative value, which they aim to exploit by switching between cash and market instruments such as equities and bonds. The firm employs macroeconomic procedures and fundamental analysis to select the most appropriate investment strategy. The firm uses technical overlay to enhance entry and exit points, resist market volatility and control risk. Their overall approach to investing is based upon managing portfolio returns as a consequence of managing portfolio risk, adding value by determining and actively managing the appropriate risk and return strategies and performing in-house research in order to reach an independent view.