For institutional investors in Norway

Global Diversified Growth

Multi-asset strategy implemented via active, passive and direct investments. A blend of strategic and dynamic asset allocation.

Overview

ABOUT THIS STRATEGY

We believe that being active matters in multi asset investing giving us the flexibility and responsiveness to adapt throughout the cycle. Our macro dynamic approach seeks to capitalize on market inefficiencies by blending long term strategic asset allocation with medium term dynamic asset allocation. In so doing, we aim to consistently strike the right balance between expected risk and return in any given environment.

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past performance does not predict future returns.

Glossary

INVESTMENT APPROACH

Focused Team: An integrated team of asset allocation and fund selection specialists benefiting from diverse skill sets within a collaborative structure.

Macro Framework: We blend a bottom up valuation discipline (SAA) with top down proprietary macro views (DAA ) to create a diversified and risk aware portfolio.

Knowledge Sharing: Our decision making framework is supported by centralized ESG and risk resources, as well as a broad network of over 350 investment specialists across the globe

This website is a marketing communication.

PORTFOLIO MANAGEMENT

Paul O’Connor

Head of Multi-Asset | Portfolio Manager

Industry since 1995. Joined Firm in 2013.

Oliver Blackbourn, CFA

Portfolio Manager

Industry since 2009. Joined Firm in 2017.

Nick Harper, CFA

Portfolio Manager  

Industry since 2010. Joined Firm in 2014.