Working together with institutional investors
Unigestion has been working in close partnership with institutional investors since the 1980s, serving a global client base. We understand that each institution faces a very different set of challenges. Insurance companies need to adhere to new regulations such as Solvency II, while pension funds are wrestling with changing demographics that are placing a strain on their liability-matching capabilities. There is also the risk of homogeneity, as large numbers of investors chase the same assets and it becomes increasingly difficult to generate differentiated levels of return.
We care passionately about creating solutions with institutional investors to meet this broad range of strategic needs and objectives. Central to our approach is creating a two-way dialogue, with the aim of understanding their challenges and goals from the very outset. We work closely with clients, typically to co-create bespoke investment strategies that will meet their goals. Benefiting from our unique risk-focused investment approach, all our strategies are designed to deliver superior risk-adjusted returns over the long term.
Institutional clients typically choose us for our flexible approach and our ability to deliver sophisticated investment solutions tailored to their specific requirements.
A client-first mindset
At Unigestion, we believe each client relationship should be built on dialogue and trust. We take the time to research the challenges each client faces and to understand their overall portfolios, processes, constraints and long-term needs. We place great emphasis on building up trust through regular communication, a sharing of our expertise and an analysis of the client’s investment profile.
This collaboration is key to creating the right investment solution for each investor. In addition, we use innovative tools to explore ways in which their needs can be met. For example, our Private Asset Allocator tool has been designed to help clients understand the impact of different asset allocation decisions.
Institutional clients typically choose us for our flexible approach and our ability to define and provide investment solutions to meet their specific needs.
- We have decades of experience in managing segregated accounts
- About 60% of our assets under management are held in mandates tailored to individual client goals
- We also provide access to a comprehensive range of pooled strategies
We recognise that, in a changing and increasingly challenging financial environment, adaptability is crucial. We apply our forward-looking research, our creativity and innovation to continually enhance our offerings to better meet the needs of our clients.
Personalised and proactive client service
Our sales and client service teams deliver a highly personalised, proactive service based on in-depth market knowledge and their research and understanding of the challenges each client faces.
Our focus is on building long-term relationships. Providing our investors with ongoing support is key. We aim to achieve this through:
- An efficient onboarding process
- High quality reporting with clear, detailed explanations, disclosures and data analysis
- Expert handling of investment, operational and legal queries
- Regular access to the portfolio investment team
- Bespoke research
All clients receive the latest research from our investment teams. Our research is the outcome of their search for enhancements to our risk management and investment techniques.
Serving institutional investors around the globe
Unigestion partners with a wide range of institutional clients including pension funds, sovereign wealth funds, insurance companies, financial institutions and family offices. In total, they account for 95% of our total assets under management.
Our global presence means that we serve institutions around the world – in Europe, North America, Asia, Australia and the Middle East. We aim to build long-term relationships, working closely with our investors to meet their needs and address any constraints they may face.