Investment Management
How do we manage your portfolios?
JLT Investment Management offers a
discretionary investment management service (DMS). Under the
DMS your investment objectives and attitude to risk are
established, then the investment strategy is delegated to one of
our highly experienced Investment Managers who will manage the
portfolio on a day to day basis.
Under the DMS the Investment Manager is
authorised to make changes to the portfolio as and when required,
without having to refer back to you. This enables us to take
a proactive stance in managing your investments, capitalising on
opportunities as they arise and reacting to market conditions
swiftly.
Whilst we would stress that changes are only
ever made to portfolios where it is felt to be in your best
interests, and then always with your objectives in mind, it is
firmly our view that proactive investment management offers the
potential for superior returns to a passively held portfolio.
Our approach to investment management is to
concentrate on collective investment schemes, which we feel can
help reduce investment risk through effective
diversification. The universe of around 3,000 available
schemes is researched and reviewed by our team of investment
analysts, with the best being put forward for inclusion in our
clients' portfolios, in line with the established investment
strategy.
Investment Strategy
We carry out extensive research of the funds we use and have a
dedicated team based at our Exeter office.
The portfolios are generally driven byasset allocation. Once our
general investment strategy has been agreed by the committee and
the asset allocation set, the research team screen the universe of
available collective investment vehicles to identify those funds
that best match our objectives.
Our objective is to increase your wealth by managing your
portfolios with an 'absolute return' mentality and an active
approach to asset allocation.
To view our quarterly investment updates, please click here.
JLT Investment Management Limited supports the introduction of
the UK Stewardship Code.
JLT Investment Management Limited seeks to apply the Stewardship
Code primarily through its arrangements with external asset
managers in accordance with the individual client mandates.
JLT Investment Management Limited does not directly control the
majority of its equity shareholdings but reviews the policies and
activities of its asset managers to monitor their compliance with
the code
For details of JLT Investment Management Limited's Pillar 3
ICAAP disclosure, please click
here.
For details of JLT Investment Management Limited's Pillar 3
disclosure - Remuneration Addendum, please click here.