Jeremy Smith

Threadneedle AM offers a broad range of actively managed investment strategies and solutions that covers global, regional and domestic markets and asset classes. The firm aims to deliver consistent, sustainable returns for their clients.

Provides brokerage services

LIM applies robust, scalable and repeatable investment process. The firm ensures that appropriate and prudent levels of risk are taken to meet the investment objective and policy of their funds. They have seven fund teams: four that invest in UK, European, Asian and Global equities, a Global Fixed Income team, a Sustainable Investment team and one team that manages Multi-Asset portfolios. LIM evaluates equities by global industry sector, aiming to identify global sectors with attractive growth opportunities. They then follow a bottom-up process to select companies in those sectors, regardless of where they are based.

SIM is an active investment manager that utilizes a contrarian investment approach supported by fundamental, in-house research, regular company visits and their group's global network. Research is shared worldwide within the parent group and is organized in specialist teams, with local specialists contributing their expertise to global sector teams. The firm also utilizes their proprietary software, the Global Research Investment Database, to integrate and distribute in-house and external research, assisting investment managers in portfolio construction. They manage risk through another proprietary tool called Portfolio Risk Investment Strategy Manager (PRISM).