Strategies & Capabilities


Multi-Asset

For more than three decades, the Investment Solutions Group (ISG) has developed asset class-spanning products and services aimed at realising our clients’ diverse goals. As at 30 June 2019, we serve clients around the world, with more than US $211.36 billion in assets under management and under advisory/consulting.


Our Investment Philosophy


Dynamic multi-asset funds play an important role in investor portfolios in that their structure can be evolved to simultaneously move with investor objectives and the prevailing market environment. In doing so, a diversified investor portfolio is a key approach aimed to stabilise returns and risk. They are designed to maximise portfolio value, while managing risk to weather periods of volatility.

There are five guiding principles that underpin the investment philosophy:

  • Asset Allocation: the most important decision
  • Flexibility: hold the right assets for the right time
  • Diversification: hold fit-for-purpose assets
  • Volatility compensation: ‘sit out’ the most extreme periods of market volatility by significantly reducing equity exposure
  • Cost: Fee savings translates directly to performance

Our Approach


Using our unique formula which measures the sentiment of investors across global markets, portfolios will dynamically allocate to assets based on the current market environment. This seeks to achieve the return objective within a defined risk framework, as measured by volatility. Investments may include Australian and international equities, fixed income and cash allocations, alternatives, such as property and futures, and a range of derivatives for currency and risk management.


Meet The Fund Managers 


Dan Farley, CFA
Chief Investment Officer, ISG

Mike Martel
Head of Portfolio Management, North America & APAC

Benjamin Regnat
Senior Portfolio Manager

Rafiq Choudhury
Senior Investment Strategist

Peter Carey
Portfolio Manager