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 three areas of expertise –private equity, equities and multi asset & wealth management.

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.

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.

Fiona Frick, Unigestion Group CEO

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 celebrates 50 years of innovation

In 2021 we celebrated our 50th anniversary, providing an ideal opportunity to take a look back at the company’s history – the people and innovations that have made us who we are today: an independent asset manager with a stakeholder model of ownership and an unwavering focus on delivering for clients.

 

Over 50 Years of Investment Innovation

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.

Our Clients

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 431 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 60% of our assets under management.

40%

Pension funds

28%

Insurance companies

20%

Financial institutions

4%

High net worth families

6%

Family offices

3%

Sovereign Wealth Funds

Our Expertise

We manage USD 19.4 billion in assets across our four areas of expertise. All our investment solutions are fully customisable to suit individual client needs.

Equities

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 30 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 >

Multi Asset & Wealth Management

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 30.06.2022, based on estimated data. Any discrepancies are due to rounding.

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).