Iwan Marais

UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs.

SSGAL is an active, quantitative manager which performs in-house research and has a focus on indexing. They utilize several methods of investment analysis across a wide array of investment strategies when formulating investment advice or managing assets. The firm does not rely on one type of investment analysis over another and does not recommend one security. SSGAL seeks to utilize the most prudent methods of investment analysis based upon certain characteristics of the investment strategy and the current market conditions, as applicable.

Western Asset UK is an active, fundamental, value-oriented manager which specializes in providing fixed-income clients with tightly controlled, diversified long-term portfolios. They combine traditional analysis with innovative technology, seeking to add value by exploiting these inefficiencies across eligible sectors. The firm utilizes multiple investment strategies, including active sector and issuer selection, believing that these strategies enhance value by limiting the ability of any one strategy’s underperformance from significantly impacting returns.