Anne H. Gilbert

PIM is a team-oriented, research-based manager which follows a structured approach to portfolio management. Rather than selecting stocks, the firm seeks to create and maintain a balance between different asset types, geographical markets and industry sectors. They reduce risk by holding a diversified portfolio, without undue concentration in any single stock or market sector. The firm uses equities and equity-based funds to create the potential for capital growth and uses fixed-income, securities or cash to create the appropriate portfolio balance. PIM's managed fund portfolio service offers unit trusts, OEICs and investment trusts to investors, providing diversified market exposure and helping to spread risk. The firm's research process helps managers to select investments from their core list of recommended funds, seeking to provide a balance between UK and overseas markets and between different categories of funds. PIM's directly invested portfolio provides a personalized portfolio of individual stocks and shares, concentrating on high quality investments in mainstream markets, with an emphasis on the leading 350 UK companies. The firm does not manage any in-house funds.