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Equities

SWIP are active fund managers that aim to create value for our clients through our thorough research discipline and our fund management expertise. This combination has succeeded in making us one of the largest fund managers in Europe(1) with, currently, $213.29bn*(2) under management.

Our equity investment desks are organized into two sections:

International equities – a team of 22 investment professionals managing $22.98bn*(2) investing in a variety of strategies including Global, North American, Japanese, EAFE and emerging markets that offer diverse risk/return profiles.

UK equities – a team of 11 investment professionals managing $49.12bn*(2) offering a choice of core investment strategies, high alpha strategies and our unconstrained portfolios. Our aim is to provide a solution to meet your UK equity needs.

Fixed income

We have a comprehensive range of fixed income products, including corporate, government and high yield bond funds. In total, we manage bonds worth over $71.03bn*(2) in fixed income assets and offer a range of fixed interest strategies with different risk/return profiles to suit a variety of client needs.

Our team specifically seeks to add value through:

  • interest rate management
  • credit management
  • asset allocation

We believe we have a competitive advantage in fixed income management through:

  • Our well-established and stable team consisting of over 30 highly experienced investment professionals
  • A repeatable, research-driven process that delivers risk adjusted performance
  • Cost effective trading that is a benefit of being a fixed interest manager of our size
  • A diverse range of fixed interest strategies.

Real Estate

Why SWIP for real estate investment

We manage approaching $12.66bn*(2) of assets in real estate across the UK, Europe and North America. We can provide several real estate investment strategies to meet client requirements, from investing in direct commercial real estate to indirect investment through property shares listed on major stock exchanges.

Appointing SWIP as your property investment partner affords a number of benefits including:

Disciplined and consistent approach

SWIP has developed a proven, structured investment process based on fundamental analysis and rigorous research. This allows us to identify properties and investment vehicles that we believe will contribute towards outperformance in all market conditions.

Expert stock selection, active management

Our considered, systematic approach allows us to identify and secure properties with the potential to deliver strong returns for our clients. We add value by actively managing the properties we own. Added value initiatives include: new lettings, lease renewals and extensions, refurbishment and redevelopment.

Commitment to real estate

As befits a property investor of our size, SWIP has made a significant investment in both people and technology. Our bespoke property management and reporting system has been designed to precisely match our requirements. SWIP has also consistently developed a number of innovative real estate vehicles and products. Over the last few years SWIP has also set up and manages a number of specialist products for clients.

Experience professionals

SWIP's size helps us to attract, recruit and suitably motivate skilled and experienced investment staff. This helps ensure that we continue in our aim to consistently deliver superior, risk-controlled performance and the highest quality of service.

Cash

We regard the effective and efficient management of our clients’ cash as a core strength. As a result, we have built up one of Europe's largest liquidity funds(3). In total, we manage cash assets worth more than $41.58bn*(2) for a variety of clients including corporates, pension funds, local government organisations, universities and insurance companies.

We have been managing specialist cash mandates for over 17 years and have a highly experienced team dedicated to the asset class.

Our size and experience means that we are able to adopt an agile approach and innovate to offer our diverse range of clients the right solution to their varying cash needs. We would welcome the opportunity to talk to you in greater detail about your precise cash management requirements.

1. Source: IPE Research, Top 400 Asset Managers in Europe 31.12.10.

    2. Source: SWIP as of September 30, 2011.

    3. Source: IMMFA Money Fund Report, as at 28.10.11.

     


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    Important Compliance Information for US Institutional Investors

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