We have always stayed true to our conviction that intelligent risk-taking is key to delivering smoother, more consistent returns over time. We combine human insight with state-of-the-art technology and big data, in order to make risk management our best ally.
Redefining risk management
Unigestion is an independent, specialist asset management company providing innovative, tailored solutions for investors worldwide. We believe that intelligent risk-taking is key to delivering consistent returns over time. This core conviction underpins our investment approach across our four areas of expertise – equities, private equity, liquid alternatives and multi asset.
Our focus on understanding and anticipating risk as a means to outperform sets us apart. By taking risk in a measured, informed way, we aim to deliver the performance our clients expect. Risk management is embedded at every stage of our investment process. It’s part of our DNA, our culture and defines everything we do.
Headquartered in Geneva, Unigestion has a global presence that extends across Europe, North America and Asia. We are privately held, with an ownership structure designed to preserve our long-term independence and benefit all stakeholders. With key employees and investors as shareholders, we aim to ensure our business is fully aligned with the needs of our clients.
A history of innovation
Unigestion was founded in 1971, with our Chairman, Bernard Sabrier taking over the company in 1976. We began investing in hedge funds during the 1980s, often as a seed investor with some of the hedge fund industry’s biggest names. As with all our investments, each was carefully considered and tested initially using partners’ capital before we brought clients on board.
Unigestion was also a pioneer in private equity, supporting managers who today are among the most successful in the market. Over the years, we strengthened our private equity capabilities to become a leading specialist in the global small and mid-market.
Unigestion developed its core risk-managed equity strategy in the mid-1990s, based on pioneering research led by Fiona Frick, now our CEO. We have continued to adapt this innovative investment approach across a broadening equities universe. Today, we have the longest track record in the industry of running risk-managed equity portfolios.
Another key milestone was the expansion of our multi asset capabilities. We appointed a new Cross Asset Solutions team in 2014 to meet growing investor demand for alternatives to traditional balanced investment strategies. The team’s unique, macro risk-based approach combines enhanced diversification with dynamic risk management to deliver smoother long-term returns.
The Cross Asset Solutions team also played a crucial role in the evolution of our liquid alternatives offering. Academic research revealed that much of hedge fund alpha could be attributed to the existence of differentiated risk premia. We conducted our own research to develop ways to access these uncorrelated sources of return. Our flagship alternative risk premia strategy uses our macro risk-based approach to deliver returns with a low correlation to global markets.
Unigestion has helped some of the world’s most sophisticated investors to protect and grow their capital. We are proud to partner with more than 580 clients, working with them to co-create solutions to help them achieve their investment goals. We have decades of experience in running bespoke mandates, which today account for more than 50% of our assets under management.
We manage USD 19.7 billion in assets across our four areas of expertise. All our investment solutions are fully customisable to suit individual client needs.
Our active equity strategies aim to deliver long-term outperformance with reduced downside risk. We maintain a consistent approach across all portfolios, taking a 360-degree view of risk that combines both systematic and discretionary analysis. Investment strategies include risk-managed equities and active factor allocation.
Find out more about our equity strategies >
- Private Equity
We have been helping investors to tap the potential of private equity for 25 years. We offer a range of actively managed solutions covering the direct, primary and secondary markets. We invest globally across all market segments, with a particular focus on the small and mid-market. Diversification of risk is at the forefront of all our investment strategies.
Find out more about our private equity strategies >
- Liquid Alternatives
We have been actively investing in alternatives for over 30 years. Our ﬂagship alternative risk premia strategy aims to deliver consistent, high risk-adjusted returns with limited sensitivity to global markets. We also offer customised solutions for investors with specific requirements, including long/short equity factor, trend-following, alternative income and volatility investment strategies. Our liquid alternative solutions are designed to deliver cost-effective return streams with a low correlation to traditional assets.
Find out more about our liquid alternatives strategies >
- Multi Asset
We offer innovative alternatives to traditional diversified growth and multi asset solutions. All our multi asset investment strategies aim to deliver consistent returns in all market conditions. Using a macro risk-based approach, they allocate strategically and dynamically across a diverse range of traditional and alternative risk premia. Collectively, they can fulfil a range of outcomes, but all share a single objective: to capture upside during ‘bull’ markets while protecting capital during downturns.
Find out more about our multi asset strategies >
Assets under management as at 31 March 2020, based on estimated data. Any discrepancies are due to rounding.
Our track record
Across all our areas of investment expertise, we aim to deliver strong risk-adjusted performance over the long term. We believe our results speak for themselves:
Source: Unigestion as of 31 March 2020, based on Equity, Alternatives and Multi Asset composites excluding Private Equity and Private clients. Calculations are based on Unigestion composites that follow a benchmark. These represent 94% of the firm’s Equities AUM, 63% of the firm’s Liquid Alternatives AUM and 18% of the firm’s Multi Asset AUM.
Performance is quoted based on GIPS composites, gross of fees (expressed in USD), since inception. Please note that the inclusion of fees, costs and charges will reduce the overall value of performance. The maximum management fee schedule applicable is 1.6% per annum. Risk reduction is measured by volatility and excludes composites with fixed rate or cash benchmarks. All performance and risk figures are estimated since inception, capital weighted.
Performance is quoted based on GIPS composites, gross of fees (expressed in USD), since inception. Please note that the inclusion of fees, costs and charges will reduce the overall value of performance. The maximum management fee schedule applicable is 1.6% per annum. Calculations are based on Unigestion composites that follow a benchmark. These represent 100% of the firm’s Equities AUM, 63% of the firm’s Liquid Alternatives AUM and 18% of the firm’s Multi Asset AUM.
Our commitment to society
We believe that investing in well-governed businesses with responsible practices can make a positive contribution to our clients’ portfolios over the long term. We strive to be responsible stewards of our clients’ assets within a framework of strong governance and transparency. Effective stewardship benefits companies, investors and society as a whole.
We integrate environmental, social and governance (ESG) criteria throughout our investment processes in order to better manage risk and enhance long-term performance for our clients. We do so through universe screening, investment selection, portfolio construction and engagement. We approach ESG in the same way as all investment risk, carefully assessing the potential impacts and opportunities through a combination of systematic and discretionary analysis, research and monitoring.
Our stewardship and engagement activity focuses on the ESG factors we believe will have the greatest impact for long-term investors. As an active and responsible owner, we incorporate ESG criteria when voting on our shares to help drive positive change. We are committed to continuously increasing transparency of reporting to clients on ESG impacts and our active ownership activity.
Consistent with our commitment to being a responsible long-term investor and our duty to act in our clients’ best interests, Unigestion is a signatory to the Principles of Responsible Investment (PRI).