Why Opt for a Bespoke Investment Strategy?

Against a backdrop of structural economic change and market conditions that have evolved dramatically, a pooled investment approach may no longer address all your requirements. A bespoke portfolio is shaped to be fit for today and remain flexible for tomorrow, adjusting as new priorities emerge.

Different investors face their own unique challenges. Defined contribution plans globally, for example, are seeking ‘to-and-through’ investment strategies that support wealth accumulation and retirement income for optimal long-term lifestyle security. With the potential for lower market returns, they are reviewing target-date designs and seeking cost-effective, sustainable, active management to add additional value.

Endowments and foundations are concerned about the impact of high and persistent inflation both on their charitable works and their investment portfolios.

For all clients, we invest with purpose as we seek to deliver attractive outcomes and help foster a vibrant and healthy world for all.

The Steps We Take to Help You Achieve Your Goals

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    Thoroughly understand your overall investment objectives and the impact of any regulatory or other external drivers

  • Align return-seeking and risk-taking aims with your objectives

  • Combine the most applicable elements from our wide range of established systematic fundamental and discretionary investment capabilities to deliver against your objectives
  • Machine, Cross, Symbol
    Incorporate bespoke preferences and restrictions such as ESG criteria, capital intensity, and tail-risk exposure hedging

What Newton Offers

  • We draw on our strong multi-asset heritage, together with the new perspectives and rigor of our multidimensional research platform, which combines fundamental security-specific research with other specialist insights including thematic, ESG-focused, quantitative and investigative research.
  • We create investment solutions that are designed to deliver against clients’ objectives, and we can tailor portfolios to incorporate strategic and tactical asset allocation, thematic security selection, sustainability enhancements, and exclusions.
Read more about our multidimensional research

Our Credibility

Below are just a few examples of where we have worked closely with clients to design bespoke portfolios.

Case Study 1
Target-Date Portfolios

Seeking to meet the specific requirements of union pension plan clients in the US, we created a cost-effective range of target-date portfolios that incorporate market-positioning intelligence to provide value for money for plan members.

Case Study 2
Inflation Protection (Targeting Outperformance versus Global Equities)1

With many clients concerned by persistently higher inflation, by combining the investment characteristics of our established global infrastructure, global natural resources and commodity alpha capabilities, we designed a scalable, efficient and diversified real-asset portfolio. With all components responsive to distinct inflation drivers and low cross-correlations, the strategy can also be structured with a dynamic beta hedge for superior downside protection. The resulting mix has shown around two thirds of the volatility of global equities.

Case Study 3
Multi-Asset Risk-Rated Range2

We created a range of risk-rated portfolios for UK retail investment advisors seeking flexibility and control when delivering regulated advice. These directly invested multi-asset portfolios are designed to exhibit stable risk characteristics, are highly diversified and actively managed, encompassing strategic and tactical asset allocation as well as sustainable security selection. While these align to UK-specific requirements we can use similar techniques to suit other markets.

Case Study 4
Thematic Portfolios2

We worked with a Japanese distribution partner to successfully launch an actively managed, thematic investment strategy which seeks to invest globally in companies at the forefront of agriculture and food innovation. Find out more about Newton’s thematic strategies.

Case Study 5
Charity Debt Repayment Vehicle1

For a charity with a £40m (c. US$50m) debt to repay in 15 years’ time, our proposal was a sustainable multi-asset target-date glide-path portfolio structured to allow for regular capital injections. Designed to minimize the probability of shortfall versus the target, this portfolio showed a third of the shortfall risk versus a conventional static strategic asset allocation structure, coupled with a materially higher probability of generating a £10m+ surplus versus the target.

1 This is an investment proposal and has not yet been invested in by clients.
2 This strategy is managed by Newton Investment Management Ltd (“NIM”).

The Team

If you’re keen to learn more or understand if a bespoke solution is what you need, please get in touch. Our solutions can be managed by various members of our highly experienced investment team, depending on the components required to address your requirements.

  • Christopher Nichols
    Christopher Nichols
    Head of Client Solutions
    Newton Investment Management
Contact Chris
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Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.