Multi-management

Navigating today’s complex investment landscape to reach your investment destination is more challenging than ever. Investment strategies require higher levels of diversification, better investment line-ups at lower costs and overall, more operational management and governance oversight.

Now more than ever, you’re in the right place with Alexforbes. Our multi-managed portfolio solutions are designed to make your savings and investments work harder, delivering greater value to meet your financial goals.

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Services

Purposeful diversification

Skillfully blending multiple asset managers, across different investments and styles of money management.

Dedicated specialists

A team of experts with the right resources, skills and systems can help take the hard work out of your investment management.

Checks and balances

Multi-managed portfolios can provide you with other invaluable risk-mitigating services.

Future-ready portfolios

Forward-looking research distils good investment strategies, identifying talented asset managers to provide the best outperformance prospects over time.

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Benefits

Our multi-managed portfolio solutions offer you the opportunity to make investing for your goals simpler, smoother and safer.

We provide the scale, teams and processes needed to help you reduce costs, improve the diversity and quality of your investment line-ups and smooth out your return streams. At the same time, you benefit from improved governance and operational efficiencies, allowing you to focus on overall strategy and the challenges your business may face.

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Advantages

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Idea capture

We are not an asset manager, nor do we hold any interest in any asset management firm. We do not trade stocks; we are not a brokerage house or investment bank. We select asset managers solely on quality and are free to review and restructure our portfolio solutions should any of our asset managers’ investment ideas or performance prospects no longer align with ours and with those of our clients.

Alpha capture

Our leading asset manager research capability has enabled us to develop an unrivalled and deep understanding of asset managers across the investable universe. We’ve researched and observed this investable universe for over two decades and over many market cycles – we know their strengths and how best to put them to work for you.

Value capture

We use our scale and influence to negotiate competitive investment management fees and agree on favourable fee structures that are fair and crafted in a way that ensures the interests of investors and asset managers are aligned. This means we can get our clients the best deal when it comes to accessing well-diversified portfolios with quality investment line-ups.

Safe

We have what we call the ‘governance advantage'. The right systems, structures and process help our clients remain confident about their investments. We do this even in the toughest market conditions and stress-tested scenarios. That’s how we ensure the security of your assets, and that’s how you can rest assured that your savings and investments are in professional hands.

Sustainable

Our four-pillar framework for responsible investment has accelerated long-term ESG risk and return considerations in our portfolio solutions. We’ve set out a path for better, more sustainable investment results to help your investments transition and thrive, now and in the future.

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Frequently asked questions

What’s the difference between multi-management, fiduciary management, outsourced chief investment officer and implemented consulting?

There are many names for this approach, but they all centre on the same thing; supporting corporate investors in meeting their investment objectives more efficiently and cost effectively.

Does a multi-managed portfolio solution mean that we would give up control of our portfolio and investment decisions?

With our multi-managed portfolio solutions, you do not cede your oversight and control. By lifting the burdens of portfolio implementation, administration and reporting, we aim to free up your time to focus on overall strategy as well as your core corporate objectives. In fact, multi-management assigns the day-to-day investment functions to our dedicated specialists so that you feel confident that your investments are working toward their goals.

Do multi-managed portfolio solutions cost more?

Multi-managed portfolios could reduce overall costs for any type of institutional investor by pooling investors’ assets. It is important to understand that the costs associated with multi-managed portfolios are also dependent on the multi-manager. The leading position we hold in the market, as well as our long-standing relationships with asset managers, means that we are uniquely positioned to negotiate competitive fees and agree on favourable fee structures that secure the best deal for you.

Is my investment strategy too complex, or not too complex, for multi-management?

It may be that your investment strategy has had to diversify much more to achieve certain risk-adjusted returns. Making your investments work even harder to deliver better value does not mean you have to. It may also be that your investment strategy might not be too complex, but the playing fields of your investments and strategies are. Our multi-managed portfolio solutions assist corporate investors of all types, sizes and complexities to feel confident that their investments are being implemented, managed and monitored according to what they need out of them.

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