Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
For further information on our capabilities and to learn how we empower results for clients, please visit: http://aon.mediaroom.com
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BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At March 31, 2017, BlackRock's AUM was $5.4 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of March 31, 2017, the firm had approximately 13,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa.
Founded in 2000, Cardano is an purpose-built risk and investment specialist, and financial pioneer. We are recognised as being the market leader in providing integrated risk management services, including fiduciary management and investment advice.
We help pension funds and the members they serve achieve better and more secure financial outcomes. Our deep understanding of risk, and how it can be managed, enables us to deliver more stable performance for our clients, irrespective of economic conditions.
Our track record in fiduciary management demonstrates that this award-winning approach has worked over the last decade.
Charles Stanley Fiduciary Management team are one of the market leaders in fiduciary services for smaller defined benefit pension schemes. Charles Stanley has been looking after clients and their money since 1792. As one of the oldest firms of the London Stock Exchange, Charles Stanley currently manages and administers in excess of £24bn for UK-based institutions and private investors. We see our fiduciary management service as a long term commitment, taking the time to understand each pension schemes specific needs. We offer a sophisticated approach to risk management and a robust investment strategy coupled with efficient execution and cost control methods.
The value of investments can fall as well as rise. Investors may get back less than invested.
Charles Stanley Asset Management is a trading name of Charles Stanley and Co Limited, which is authorised and regulated by the Financial Conduct Authority.
Citi Transition Management (CitiTM) delivers innovative portfolio solutions to asset owners and asset managers. We are a global team with offices in New York, London and Sydney, and work across almost every asset class. We benefit from being a part of one of the largest banks in the world with an unparalleled access to global liquidity. Our project management expertise comes from being a leading provider in the transition management industry for over 20 years. The truly unique element of our service is our partnership approach to working with clients. We take a long-term view to develop client relationships based on trust and work first to understand, then address challenges in each project. We believe that regardless of surprises that market conditions may bring, this approach results in best outcome for our clients.
Invesco is one of the UK’s leading independent asset managers, offering institutions diversified strategies and solutions spanning equities, fixed income, multi asset, real estate, private equity and other alternatives. We’re recognised for providing specialist investment expertise and insight across an ever-widening range of investment capabilities, supporting local authority and corporate pension schemes, insurance companies and other UK institutions.
As part of Invesco Ltd. we have the global capability needed to deliver our best ideas to investors around the world, drawing upon the talent of our portfolio managers, analysts and researchers across Europe, North America and Asia-Pacific supported by client service teams in over 20 countries. While clients choose Invesco for many reasons, our high conviction style, passion to exceed and commitment to providing a superior investment experience underpins everything we do.
At LCP, our experts provide clear, concise advice focused on your needs. We use innovative technology to give you real time insight and control. Our experts work in pensions, insurance, energy, employee benefits and investment.
Getting the investment strategy right is the most important task to help ensure good members' outcomes - whether for your DB or DC members. We take the time to understand our clients' pension scheme and goals, and put together a bespoke strategy that suits your needs. Whether you are looking to improve returns, develop a de-risking flightpath or manage income requirements, our personal and tailored approach will maximise your chance of achieving your objectives.
Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £985 billion *. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors, retail investors and direct investors. Throughout the past 45 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, multi-asset, real assets and cash. Our capabilities range from index-tracking, active and exchange-traded strategies to liquidity management and liability-driven risk management solutions.
* Source: LGIM internal data as at 30 June 2018. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor. Data includes derivative positions.
For more than 40 years Morgan Stanley Investment Management (MSIM) has provided client-centric investment and risk-management solutions to a wide range of investors and institutions. Our clients include corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and consultant partners worldwide. Investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets.
More than 20 investment teams are organized by capability: Solutions & Multi-Asset, Real Assets, Active Fundamental Equity, Private Credit & Equity, Global Fixed Income and Global Liquidity.
MSIM was established in 1975 as a subsidiary of Morgan Stanley Group Inc. MSIM employs 645 investment professionals worldwide in 21 countries and offers its clients personalized attention, the intelligence and creativity of some of the brightest professionals in the industry and access to the global resources of Morgan Stanley. As of June 30,2018, MSIM managed US$474 billion in assets for its clients.
Pictet Asset Management has been managing UK Pension Fund assets for over 25 years. We have had an office in London since 1980. This is an investment centre with over 200 employees, where we have an institutional team looking after our UK clients. We are part of the Pictet Group, which provides wealth management, asset management and related asset services. The Pictet Group was founded in Geneva in1805 and currently employs more than 4,000 people.
Pictet Asset Management is an independent asset manager offering investment services around the world. We provide specialist investment services through segregated accounts and investment funds to some of the world’s largest pension funds, intermediaries and their clients. Our key investment capabilities include: Multi-Asset, Emerging Markets Debt, Global Fixed Income including Absolute Return Fixed Income, Global Thematic Equities and Alternative Investments. We manage £144billion in assets as at the end of June 2018.
As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.
Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £449.4 billion (€508.2 billion/$593.3 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 4,700 people across six continents who focus on doing just this.
We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. *as at 30 June 2018
XTP is an independent specialist providing implementation efficiency and supporting pension funds and their trustees in safeguarding their interests.
XTP creates full transparency for explicit and implicit costs, execution process efficiency, operational risks and net/gross performance leaks across delegated investment portfolios. After identifying inefficiencies and cost leaks, XTP implements optimisation measures by:
- Optimising and renegotiating costs and structures
- Increasing efficiency of execution and transaction processes
- Closing performance-leaks
- Reducing operational risks
XTP combines bottom-up forensic analysis and systemic "big data" scrutiny. The analysis encompasses up to 180 explicit and implicit fee and cost elements.
By optimizing the implementation efficiency, XTP generates an extra risk-free increase in net return without changing the asset allocation or manager mix..