Testimonials

We like to nurture long-term, personalised relationships with a limited number of clients based on our values of excellence, guidance, independence and integrity and the provision of a high quality service rather than appeal to all investors. Below are testimonials from clients who share many of our values and appreciate the partnership approach that we take to investing

Schindler

Mr. Mario Passerini

General Manager, Schindler Pensionskasse

“We are an investor in Unigestion’s Private Equity Secondary funds. We really like their differentiated approach which focuses on small transactions less looked at by others. They work hard to extract the most value from the deals and don’t only focus on discounts. This makes us less sensitive to the cyclicality of secondaries.”

Desjardins

Mr. Sylvain Gareau

Vice President, Régime de rentes du mouvement Desjardins

“In 2011, we decided to restructure the equity component of our portfolio and invest part of it in low volatility strategies so as to limit the impact of market downturns and the ensuing difficulties in terms of managing our liabilities. We used a consultant to carry out an exhaustive review of asset managers with specific expertise in this area and it was following this process that we selected Unigestion. What we particularly liked about them was the way in which they combine systematic methods with fundamental analysis. We were also reassured by their mind-set, which drives them to continually improve and perfect their management techniques: the risks in the market are changing and it was important for us to be convinced that our manager had the ability to anticipate and adapt to the risks at stake. In our relationship with Unigestion, we realised from the outset that they are more than a manager: they are a true partner. To give an example, they helped us to gain a sound understanding of the sources of risk in our equity portfolio, going well beyond the scope of the mandate we assigned to them. We feel totally in sync with this culture of joint endeavour on a long-term basis.”

Basler Versicherungen

Dr. Roland Helbing

Chief Investment Officer, Basler Versicherungen Deutschland

“We have outsourced the management of a large portion of our private equity exposure to Unigestion since 2006. They run a comprehensive evergreen programme for us and we like the way that they use primaries, secondaries and co-investments from around the world to maximize the return on our investments. We were particularly impressed by how they helped us navigate the difficult 2008-2011 period, being patient enough to avoid investing at the wrong time and keeping cash available to seize some of the best opportunities that surfaced in the wake of this unique environment. We also appreciate the quality and depth of their reporting, which enables us to efficiently fulfil our own reporting obligations.”

TOTAL

Mme Marianne Spelte

Pension Fund Manager, TOTAL

“We selected Unigestion in 2009 to manage part of our European equity allocation. As well as the high-quality management they offer, we appreciated their investing style, which significantly diversified our portfolio. Their risk-based approach enables us to keep up a valuable dialogue with them, complementing the dialogues we maintain with our other management companies: they provide us with in-depth analysis on many types of risk affecting securities, sectors and markets. The fact that some of this analysis is quantitative and some is qualitative makes it even more helpful.”

Merseyside Pension Funds

Mr. Peter Wallach

Head of Pension Fund, Merseyside Pension Fund

“In 2008 we were looking for a European Equity manager who would provide diversification relative to our existing fundamental equity managers. After a global search, an RFP and on-site due diligence, we made the decision to appoint Unigestion. We renewed the mandate with Unigestion in 2014 after a full review of the market. What we like above all is their transparency and clarity in explaining how they manage our assets and the predictability of the behaviour of their investment strategy depending on market conditions. They say what they do, and they do what they say. Apart from the comfort that they bring in the management of our mandate, they make the reporting process straightforward for our Committee as this is a “no surprise” investment style. What we also find reassuring in Unigestion is the professional approach, strong team ethic and focus on client service of its staff on behalf of the company and its clients. We view this as a key asset to serve our interests and those of our members for the long term.”

EGAMO

Mr. Charles Bouffier

Deputy Managing Director, EGAMO

“In 2011, we selected Unigestion following an RFP to invest part of the alternative investment allocation of a mandate we manage. The objective was to capture the illiquidity premium of this component and set up a fund of funds dedicated to Egamo in order to shelter the portfolio from movements in other investors’ liabilities. For over three years we have appreciated Unigestion’s ability to deliver a performance with little correlation to traditional asset classes while constantly keeping a close watch on operational and market risk. In addition, Unigestion’s transparency enables us to understand the investment themes put in place in our portfolio. Finally, we have the opportunity to meet the underlying alternative investment managers together with Unigestion’s teams.”

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