In choosing our Institutional Investment Partners we subdivided their offering into three distinct areas to capture part of our distinct investment philosophy of combining Active and Passive Investing. Each Partner provides a service of excellence coupled with niche positions within their respective markets; offering low cost trading not available via our Retail Investment Partners.
These Partners offer a range of index tracking funds, called Exchange Traded Funds (ETF's) that capture the performance of an index, i.e. FTSE 100, S&P 500 etc. ETF's also provide access to emerging markets, international markets and alternative investments at incredibly low cost and is a passive investing approach.
Vanguard is a leading provider of index funds. A passive investor with billions under investment. They provide access to the highest value investment products and services available from the world's markets.
The following two Partners offer a distinct approach to passive investing bringing the following strengths to market. They wed proven academic theory to proven financial practice with no competitor to their approach. They manage between them billions of funds building on the position of low trading cost, worldwide diversification with strong asset allocation using a minimum of eight asset classes to reduce risk.
Our Primary Life Assurance Office Partners
Our Primary Retail Investment Partners
