Opkar Singh Sara

BPIM’s Fund mainly aims to provide benefits to members and their dependents as set out in the Fund’s Trust Deed and Rules. The firm’s long-term investment objective is to be invested in assets which closely match the liabilities. They employ an Investment Risk Return Framework to monitor the ongoing risk and performance of the investment strategy.

SAM is a quantitative investor and bases investment decisions on the use of proprietary quantitative models, which are based on economic and financial theories (e.g. Markowitz, Sharpe and Merton). The firm's investment process is research-based and their activities focus on investment research and financial engineering. Their investment research team develops, improves and maintains models on a daily basis, and initiates research projects with a view to developing new strategies. The financial engineering team coordinates and participates in the creation of new strategies and the development of optimization and pricing tools. The firm's core expertise comprises the valuation of assets in order to anticipate future returns; the building of efficient risk adjusted portfolios; and the implementation of strategies. As an equity investor, SAM manages index funds, enhanced index funds and active quantitative strategies including country/sector funds, global or regional equity funds and thematic products. The firm's fixed-income strategies include duration matching indexed strategies as well as single country and global strategies. The firm also manages alternative absolute return strategies such as global bond market neutral, directional bond or equity exposure, global macro or multi fixed-income strategies, which they base on various performance engines such as GBMN, equity, currency overlay, and corporate bonds. Finally they manage a range of structured products as well as actively managed guaranteed and protected funds.