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The Higher Purpose

“The Purpose Of Life Is A Life With Purpose.” - Robert Byrne

We recognize that the money we manage and the institutions we advise represent the hard work, taxes and savings of real people like you. If you represent a government, a ministry, a government agency, a pension fund, an endowment, a trust fund or a non-profit organization, your liquidity needs to be secured in the long run to fulfill important missions. We understand what is at stake. That is why we work to deliver real, lasting value. And that is why we are committed to our higher purpose behind investing and advisory:

Improving The Lives And Financial Security For Real People


Our Mission For Clients

Our mission is to be recognized as one of the most respected and successful global investment management and institutional advisory firms. We seek to provide clients with superior performance, top-quality service and value-added strategies across a range of investment disciplines and institutional advisory channels. We do this by acting in our clients’ best interests first and always. We define every relationship with sincerity, accountability and a deep sense of responsibility.

We aim to exceed our clients’ expectations rather than just meet them. To achieve this, we commit to strive for excellence in everything we do. Our fully integrated global platform based on deep proprietary research, a distinctive decision-making process, and a high level of precision are the core components determining how we successfully execute our investments and deliver our solutions. We believe that our mission and how we execute this mission can create a lasting impact for our investors and our clients.


Our Mission For Society

We consider ourselves fiduciary partners to investors and clients who are conscious of their societal impact. Responsible Investing and Responsible Solutions have long been a part of the Firm’s heritage, because it serves the best interests of those who entrust us to manage their assets and assist their institutions. By incorporating environmental, social and governance (“ESG”) considerations into our investment and advisory decisions, we reaffirm and demonstrate our conviction to create a positive impact and contribute to a sustainable future.

Around the world, we apply our global corporate social responsibility (“CSR”) strategy to the most relevant local concerns. We work together with like-minded partners towards this goal. Our people play their part too. We also support nonprofit organizations that make our communities stronger and more resilient. We look to partner with organizations that create access to better job opportunities for people and families most in need. In times of humanitarian crises, we act through trusted partners to help communities rebuild. Every day, we strive to deliver on our commitment to create positive impacts in our local communities and on a global scale by being conscious of the impact of our investments and solutions to society.


Our Mission For The Future

We employ forward thinkers and fearless doers. Forward thinking demands a long-term view, a sense of awareness, and the constant pursuit of success. As a Firm of forward thinkers and fearless doers, we work hard to shape the future. We are constantly looking to identify trends early so that we can keep ourselves and our clients at the cutting edge of technological and financial innovation.

We are early adopters of digital solutions, embracing technology to advance the way we invest, and improving the client experience through digital tools and skills. We want communities and economies to prosper. We believe that finance and technology hold the key to democratizing wealth and reducing inequality. Our mission for the future is to provide access to financial security for the underserved masses.

Giving back is part of our culture. It is our responsibility. It is just the right thing to do.