White paper

Outcome-based investing

A better path to the construction and management of portfolios?

We may have reached an inflection point in portfolio management. Increasingly conversations with institutional investors are tied to specific goals - often multi-period challenges whose complexity only increases as we dig deeper into solutions, and that draw on substantial expertise to implement.

At the heart of these conversations are questions such as:

  1. How can we most effectively evaluate the risks in our portfolio?
  2. How can we prepare for a lower-return market environment or a change in market regime?
  3. How can we accommodate both near-term cash flow needs and longer-term liabilities?

This whitepaper welcomes these questions and explains how outcome-based investing can offer an altogether better path to the construction and management of portfolios.

Investment risks

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important information

  • Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.