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.

About Us

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 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.

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.

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 get to the heart of your tough questions

Our advisors take time to build deeper, more personal connections-with you and your'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.

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Our Mission and Strategy


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


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.


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.


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.

Fixed Income


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.

Equity and Responsibility


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.

Esg Investments
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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 $100 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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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 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.

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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(1) Affiliates of Partfield Financial Management serve as investment advisers to our traded funds. Private Funds offered through Partfield Investor Services LLC, a wholly-owned subsidiary of Partfield Management LLC