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What do you do believe the reasons behind yourbehind success? What you are believe are the reasons your success? AIM is AIM extremely proud toproud be the to recipient this award, it demonstrates commitmentour to providing a leading UCITS solution for the UCITS multi-asset is extremely be theofrecipient ofasthis award, as itour demonstrates commitment to providing a leading solution for investment product range. Our business has strengthened thehas board in terms of team, ourthe distribution network indeedour thedistribution proprietary network the multi-asset investment product range. Our across business strengthened across board in terms and of team, investment strategies weproprietary employ. Ourinvestment strict focus on risk management has ensured we focus are always wellmanagement placed to deal with volatility shocks, stillwell and indeed the strategies we employ. Our strict on risk has ensured we arewhile always generating returns for our clients. placed to deal with volatility shocks, while still generating returns for our clients. How important do you believe likeawards this to be, like yourselves and to yourselves your wider industry? How important do youawards believe likeboth thistotoindividual be, bothbusinesses to individual businesses like and to your wider industry? In the In ever-growing and increasingly competitivecompetitive investment landscape, investors (and their advisors) face a much tougher task finding the right the ever-growing and increasingly investment landscape, investors (and their advisors) face a in much tougher task in opportunities solutions that most suit their requirements. liketheir this go a long way in helping establish a connection between the investor and a findingor the right opportunities or solutions that Awards most suit requirements. Awardstolike this go a long way in helping to establish the established managers whothe areinvestor best suited to providing the solutions they are seeking. connection between and the established managers who are best suited to providing the solutions they are seeking. PleasePlease give usgive a brief of Armstrong Investment Managers LLP,Managers your clientsLLP, andyour the services usoverview a brief overview of Armstrong Investment clients you andoffer? the services you offer? AIM is AIM a FCAisregulated asset manager, is focused onisproviding financial solutions to a diverse international client base. AIM has an client base. a FCA regulated asset which manager, which focused structured on providing structured financial solutions to a diverse international in-house team award winning fund and analysts create excellent results that for our clients. Our focusresults is to ensure thatclients. whatever solutions AIM hasofan in-house team ofmanagers award winning fundthat managers and analysts create excellent for our Our focus iswe to provide to clients, these solutions achieve a practical, andthese sustainable financial resultafor the future. Our teamand is expertly managed by Dr. result ensure thatthat whatever solutions we provide to successful clients, that solutions achieve practical, successful sustainable financial Ana Cukic Armstrong, investment professional with over years ofCukic financial institutional With her leadership, theover Armstrong team strives for the future.an Our team is expertly managed by20Dr. Ana Armstrong, anexperience. investment professional with 20 years of financial to combine the experience and reliability of an institution,the withArmstrong the client-focus of strives a boutique firm. institutional experience. With her leadership, team to combine the experience and reliability of an institution, with the client-focus of a boutique firm. Our services include: Structured solutions to increase liquidity for existing portfolios Our services include: Liquidity solutions equity investors - Structured solutionstotoprivate increase liquidity for existing portfolios Access to an existing Multi Asset fund,investors an award Global Macro fund and a UK OEIC - Liquidity solutions to private equity Funds to an Irish UCITS/QIAIF platform onshore - Access to an existing Multi Asset fund, an award Global Macro fund and a UK OEIC Segregated managed accounts - Funds to an Irish UCITS/QIAIF platform onshore - Segregated managed accounts While working on a fund, what measures do you take to ensure that it performs to its full potential and beyond? While working on a fund, what measures do you take to ensure that it performs to its full potential and beyond? AIM start with the risk budget of a fund. The weight of each position is determined on the basis of the level of conviction and its marginal contribution to risk. Risk is used in portfolio Weweight apply theofquantitative models that we haveon been over the last 20 years to identify AIM startinteractively with the risk budget construction. of a fund. The each position is determined thedeveloping basis of the level of conviction and its the best investment opportunities. marginal contribution to risk. Risk is used interactively in portfolio construction. We apply the quantitative models that we have been developing over the last 20 years to identify the best investment opportunities. What is your philosophy behind client service? How do you maintain the high standards you set yourselves across your company? What is your philosophy client service? How do you maintain the high standards you set yourselves across your company? Our investment process is built onbehind a set of key beliefs: • The pursuit ofprocess excellence requires investment Our investment is built on asignificant set of key beliefs: in human capital. • interaction of model driven trade and discretionary beliefs the keycapital. to long run out-performance. • TheThe pursuit of excellence requires significant investment inishuman • reviewed of research development arediscretionary required to identify strategic opportunities. • ThePeer interaction modeland driven trade and beliefs is the key to long run out-performance. • Our research mandate on: • Peer reviewed research focuses and development are required to identify strategic opportunities. • Our research mandate focuses on: (i) Generating superior alpha by identifying asset pricing anomalies; (ii) Generating superiorsuperior returns by harvesting risk premiaasset within ex-anteanomalies; volatility bounds. (i) Generating alpha by identifying pricing • Our investment mantra allocates contrarian and trend following strategies, value/growth (ii) Generating superior returns bybetween harvesting risk premia within ex-ante volatility bounds. and carry investing, within and across asset classes.• Our investment mantra allocates between contrarian and trend following strategies, value/growth and carry investing, within and • Inflation is the ultimate destroyer of long run purchasing power. Real diversification is a key component of our investment across asset classes. beliefs. is the ultimate destroyer of long run purchasing power. Real diversification is a key component of our investment • Inflation beliefs. While working in an industry that is constantly changing, what measures do you to ensure that you are at the forefront of any emerging developments and trends? While working in an industry that is constantly changing, what measures do you to ensure that you are at the forefront of any emerging developments and trends? AIM work closely with academic developments and concepts that involve the asset allocation, quantitative modelling, risk premia, portfolio construction and risk management. Wewith have academic developeddevelopments the following riskand premia strategies: AIM work closely concepts that involve the asset allocation, quantitative modelling, risk premia, portfolio construction and risk management. We have developed the following risk premia strategies: • Cross-sectional momentum (across US, UK and EU equities) • Time-series momentum (across FX, Commodities andequities) EQ Index futures) • Cross-sectional momentum (across US, UK and EU • Carry (within FX and Commodities markets) and EQ Index futures) • Time-series momentum (across FX,futures Commodities These strategies have delivered a robust return during the • Carry (within FX and Commodities futures markets) recent market sell-off. These strategies have delivered a robust return during the recent market sell-off. What makes your firm unique? How do you distinguish yourselves from your competitors, and present yourselves as an exclusive option for your clients? What makes your firm unique? How do you distinguish yourselves from your competitors, and present yourselves as an exclusive option AIM’s experience and expertise has allowed us to remain flexible and open to the requirements of all investors. Our knowledge of UCITS products puts us for your clients? ahead of the increasing number of firms who are rushing to provide similar solutions. Dr. Ana Armstrong’s core strengths in asset allocation and risk management, developed over years, provide clients with assurances theyand needopen that their capital is protectedof and toOur the highest AIM’s experience and 20 expertise has allowed us tothe remain flexible to the requirements allmanaged investors. knowledge of standard. UCITS products puts us ahead of the increasing number of firms who are rushing to provide similar solutions. Dr. Ana Armstrong’s core strengths in asset allocation and risk management, developed over 20 years, provide clients with the assurances they need that their Tell uscapital about the culture within company thingsstandard. you do to maintain and develop it. How does it influence your interactions with and results is protected andyour managed toand thethe highest achieved for your clients? Tell us about the culture within your company and the things you do to maintain and develop it. How does it influence your interacDr Armstrong has and fostered an environment ofyour collaboration tions with results achieved for clients? and knowledge sharing across functions, where each individual brings different expertise to the each of the investment, operational and distribution efforts. The variety of background and strengths ensures a diversified outlook is utilised when filtering each decision, but crucially also significantly lowers any key-person operational risks in the company. Drtowards Armstrong has fostered an environment of collaboration and knowledge sharing across functions, where each individual brings different expertise to the each of the investment, operational and distribution efforts. The variety of background and strengths ensures What have been the outlook most prevalent trends in your industry over theeach past 12 months?but crucially also significantly lowers any key-person operational a diversified is utilised when filtering towards decision, risks in the company. The robust portfolio solutions will focus on cross sectional models that are long and short different market segments. Asset allocation calls are increasingly difficult to make and therethe hasmost clearly been an increase demand for over multi the assetpast products that can invest across different asset classes. What have been prevalent trends in the your industry 12 months? What does the future hold forsolutions your firm? will Whatfocus planson docross you have to bothmodels maintain andare build upon your success? The robust portfolio sectional that long and short different market segments. Asset allocation calls are increasingly difficult to make and there has clearly been an increase in the demand for multi asset products that can invest Further development of intellectual property, focusing on quantitative and empirically tested investment models. across different asset classes. Expansion to other markets including the Middle East and Asia. What does the future hold for your firm? What plans do you have to both maintain and build upon your success? - Further development of intellectual property, focusing on quantitative and empirically tested investment models. - Expansion to other markets including the Middle East and Asia.

ACQ GLOBAL AWARDS 2016  

ACQ5 is proud to announce to the world the winners of the ACQ5 Global Awards 2016. The 2016 ACQ5 Global Award winners represent the best o...

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