Eurozone Pension Fund

Our client had a formidable challenge. They sought a multi-asset portfolio manager who could design, manage, and outperform the portfolio’s complex global benchmark. The portfolio would include heavy risk limits, strict exposure criteria and sophisticated liquidity management requirements. In addition to broad expertise, they requested a local portfolio management and client relationship team with a deep understanding of the intricate regulations that govern pension plans in their country. Could they find the global expertise they required from a firm with a local footprint?

Our local management team assembled a global network of equity and fixed income portfolio managers to design a solution in-line with the client’s benchmark and liquidity needs. We were also able to incorporate our familiarity with the country’s complex pension regulations. To fully utilize the limited risk budget, our multi-asset experts collaborated with individual managers to share views on factor risk and the market. This allowed the team to apply the knowledge of each individual investment team to the entire portfolio, assessing the best ideas within specific risk parameters.

Through our strategic conversations we were able to provide the client with insights that improved their mandate guidelines and enabled us to make investment decisions that best served the client. Working closely with the Equity and Fixed Income portfolio managers has allowed the FTIS team to control all corners of the portfolio and share that understanding with the client to provide strong, consistent service level support.