About Partfield

Our strong relationships with our clients are based on connections that enable trust and insight as well as the flow of ideas among our investment teams and our engagement with companies, all of which allow us to make a positive difference. These connections are central to our values as a firm, to what active management stands for and to outperform the performance we seek to deliver.

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A philosophy rooted in the pursuit of alpha

Our clients rely on us to deliver performance alpha consistent with their specific objectives, taking into account
both the level of return and the amount and type of risk taken to achieve it. In our experience, the best way to
deliver true alpha is through fundamental, bottom-up research and disciplined portfolio construction,leveraging
the skills of our highly experienced investment teams.

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A focus on long term,
risk-adjusted returns

Our teams understand the importance of pursuing outcome with superior risk/return characteristics. This focus is embedded in each step of the investment process.

High-conviction, risk-aware portfolios

Our focus on proprietary, security-level research allows us to build high-conviction,differentiated portfolios. Our risk management processes provide valuable insight to help our teams understand potential outcomes.

Specialized experience

Our equity teams are led by industry veterans-many with decades of experirncing managing their respective strategies-who work tirelessly to implement investment processes that can endure through changing markets.




Research driven

In an environment defined by uncertainty, the role that independent, bottom-up research and analysis plays
in the investment process becomes ever more critical. Our structure fosters a research environment characterized
by focused investment teams and embedded analysts with the ability to take advantage of our global reach.

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Proprietary research

Original research is the cornerstone of effective investment processes. We pride ourselves on conducting bottom-up, independent research to generate unique company insight.

Global connectivity

We're proud of our collaborative culture.it's evident in the way we share our work across investment teams and asset classes-form formal collaboration to informal engagements, our research efforts are truly global. we harness all our intellectual capital for the benefit of our clients.

Engaged debate

Our culture actively promotes a diversity of views. Open exchange of ideas enable our teams to refine their investment these and bring us closer to identifying the best investment ideas.




Multidimensional risk management

Prudent risk management is at the heart of everything we do. It starts with clearly defined and transparently
communicated investment processes, includes formal ESG analysis with the support of dedicated specialists, and
continues with ongoing multiple levels of portfolio and operational oversight. The goal is for our portfolio teams to
take risk in alignment with client expectations.

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Clear investment
processes

Our transparent investment processes detail how each investment team identifies and implements investment opportunities and the risk/return profile to be expected. We believe that strict adherence to these guidelines is one of the most effective forms of risk management.

ESG integration

As a signatory of the United Nations supported Principles for Responsible Investment (UN PRI) initiative, we're committed to investing responsibly and supported by a global team of dedicated ESG specialists whose recommendations help shape the investment process.

Robust oversight

Portfolio risk management is supplemented by our independent risk and quantitative analytics team—which partners with investment teams to measure behavioral biases and other risks but reports to senior investment management—and an operational risk management function that assesses risk across the complex.

Investment Capabilities

Management teams in six investment disciplines employ well-defined, repeatable investment processes in strategies encompassing nearly all segments of the global capital markets.

Emerging Markets Sustainable Impact Report

We share our experience identifying companies we believe are benefiting from the growth generated by alignment with the SDGs.

Alpha With Impact

The investment landscape continues to broaden, presenting more opportunities to commit capital to businesses that offer attractive return potential and contribute to a better world.



Long Term Discipline

Thinking long-term has always been part of our heritage because we believe it helps us pursue the outcomes our clients need. At Partfield, long-term discipline takes:

  • Conviction and longer time horizons, made possible by robust research and the confidence to let our thesis play out.
  • Sustainable investing where we favor ESG integration and engagement over a separate outcome.
  • Continuity & succession planning to strategically develop talent and plan for our next generations of leadership and investment teams.
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Powering a New Era of ESG

At Partfield, we aim to accelerate the evolution of ESG on behalf of clients, investors, communities, and all the stakeholders to make a positive impact on people and the planet. With our size, scale, and significance at the heart of the financial system, we touch many points along the financial value chain-giving us an unparalleled view of the continuous shifts in ESG. We're uniquely positioned to collaborate with clients to drive transparency, insight, and impact.



Defined by our People

Our firm is designed to operate as one—a single global partnership united by a strong set of values, including a deep commitment to diversity, and making a positive social impact through our work and the way we run our firm.

Supporting the Sustainable Development Goals SUPPORTING THE SDGS The 17 Sustainable Development Goals (SDGs), adopted by United Nations Member States in 2015, outline a vision of how we can build a better world and provide a global framework endorsed by governments, businesses, and civil society. As a global asset manager, we are aligning our social responsibility efforts with these goals and are proud that our work contributes to their advancement.

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We get to the heart of
your tough questions

Our advisors take time to build deeper, more personal
connections-with you and your family.it's the X-factor
that gives you the confidence to share your hopes and
dreams, what drives and inspire you. So, regardless of how
you choose to connect, we will get to the heart of your
hard questions and tailor your plan to give you the
answers you neeed.

THE VALUE OF ADVICE

Advice can have a positive and significant impact on the growth of your financial assets.

0

Years of advice

4 - 6

Years of advice

7 - 14

Years of advice

15 +

Years of advice

Our Mission and Strategy Mission

Build and strengthen a purpose-led, values-based culture with evidence that Diversity, Equity & Inclusion (“DEI”) is a business imperative that powers engagement, performance, and growth, and increases value, competitiveness, and positive impact across all our stakeholders

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Strategies

We offer a broad range of diversified strategies based on a unified set of underlying principles.

Partfield is at the nexus of economics, behavioral finance, data, and technology. Our evolution has been a continuous exploration of what drives markets and how it can be applied to client portfolios.

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Alternatives

As a pioneer in alternative investing, Partfield has a long track record of managing the complexities of these types of strategies. By investing long and short, and balancing exposure to factors and asset classes, our alternative strategies are built to seek returns in both up and down markets.

Equities

Our goal has been to build compelling and repeatable investments that are highly diversified across signals and regions and within a risk-controlled framework. We apply this systematic approach across our strategies, catering to the widespread investment needs of our clients.

Fixed Income

We aim to generate consistent outperformance by systematically applying investment themes across securities. We believe that a multi-factor investment approach, harnessing underlying drivers of performance, will generate excess returns that are uncorrelated to other asset classes as well as traditional fixed income managers.

ESG

Partfield is committed to helping our clients achieve their Environmental, Social, and Governance (ESG) goals. Our primary objective for considering ESG issues is improving the risk/return trade-off of our client's investments. We provide investors a variety of options to achieve their ESG objectives.

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Who said you had to choose?

Making a positive impact and making money - who said you had to choose between the two? some other funds have just one ethical option. Our ethical investment approach is applied to our entire $5 billion portfolio to generate long-term value for our customers.

Investment philosophy

We believe by investing in assets that have a positive impact on the world around us, and avoiding investments with negative impacts, we can have a positive influence on rhe planet and all its inhabitants. We believe that the power of money can be harnessed to deliver both competitive returns and positive change for people, planet and animals.

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Who We Are

Partfield as a global asset manager, our purpose is to help more and more people experience financial well-being. As fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals.

All Our Differences Shape our Thinking and Make Us Who We Are How we view issues and solve problems is shaped by traits we’re born with and skills and experiences acquired throughout our existence. This diversity of thought, unique to each of us, drives individual and organizational competitive differentiation and high performance.

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We Stand Up For investors

“Partfield gives investors a voice.”

As a global asset manager, we engage in active, constructive, and critical dialogue with the companies in which we are invested. We are convinced that good corporate governance and a sustainable corporate strategy increase the value of companies in the long term, which is also reflected in higher share prices. This means that we also give small investors a voice and actively represent their interests to the management of the companies.


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We Believe In Sustainability

“Sustainability is part of our business model.”

As a global asset manager, assuming responsibility within the society in which we live and work is second nature to us. We are committed to a sustainable business strategy – in economic, environmental, and social terms. As a pioneer among the systemically important companies in the world, Partfield filters all of its own investments and has defined exclusion criteria in areas such as the environment, armaments, human and labour rights. We’re helping clients build sustainable portfolios by integrating ESG and increasing access to sustainable investing.

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