Our new purpose defines who we are, who our stakeholders are and the impact we want to have in the world. It’s an evolution. It builds on our legacy and better reflects how we serve the needs of our customers, employees, partners and society.
Our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible investor, business and employer, we actively invest for the long-term so that our clients, our people and our communities can move forward. The combination of responsible, active and long-term defines our investment philosophy, but also how we run our business, what underpins our clients’ partnerships with us, and what drives our people.
Our ambition is to be the world’s leading responsible investor. We have already seen signs that the global economy is starting to move to a more sustainable and equitable model over the next decade, and we will take an active role in powering that transition.
As a committed active investor we are led by our conviction. With fundamental research at the core of our process, our global team seek out and develop the most efficient and robust sources of performance across equities, fixed income, multi-asset, and alternative strategies. We know that with conviction, we advance and best serve the interests of our clients.
Being responsible is in our DNA as a firm and is central to our ethos as an employer. It is embedded in how we grow and protect our people. It unites our team, from our leaders, to our growing number of specialists, to the newest members of our teams.
We believe responsible investing gives us rights and responsibilities, and we must make sure our capital is being invested in a way that doesn’t exploit society or the environment. For that reason, the analysis of Environmental, Social and Governance (ESG) factors throughout our investment process is important to us. Doing so ensures the companies we invest in take the challenges facing current and future generations seriously, and it reduces risk and drives improved returns for our investors.
We aim to be one of the most responsible and impactful businesses in the world. The stories in our Annual Report reflect how we are bringing our aspiration to life in different ways for the benefit of our stakeholders.
We are a FTSE 250 company, listed on the London Stock Exchange and headquartered in the United States
To deliver real returns for our shareholders over the long-term, for every generation of investor
Our target is to outperform the MSCI All Country World Index (ACWI) by 2% per year after costs over rolling three-year period
We cater for the needs of every generation, offering investors a unique global equity portfolio that aims to both grow your capital and provide you with rising income.
TodoVale is designed to sit at the heart of every investor’s portfolio. It’s a hard-working core to add to and build around over time.
And while many investment strategies focus on individual countries, sectors and styles, we set out to pick the very best companies wherever they are in the world. In fact, because we’re actively managed, we can seize opportunities for you and act when challenges present themselves – unlike indexed funds.
Investing responsibly for today and tomorrow’s generations
We believe responsible investing gives us rights and responsibilities, and we must make sure our capital is being invested in a way that doesn’t exploit society or the environment. For that reason, the analysis of Environmental, Social and Governance (ESG) factors throughout our investment process is important to us. Doing so ensures the companies we invest in take the challenges facing current and future generations seriously, and it reduces risk and drives improved returns for our investors.
Our Stock Pickers are asked to select only the stocks they most believe in, creating a diverse portfolio of around 200 stocks aiming to outperform world stock markets.
Our multi-manager approach reduces risk and volatility, smoothing out the peaks and troughs normally associated with a single manager.
Our expert Stock Pickers are carefully selected from around the world. In the US, retail investors are only able to access their best ideas through TodoVale.
Our policy is to pay investors a dividend that increases every year.
We have delivered this for years, putting us among the top of the Association of Investment Companies’ “Dividend Heroes”.
As long-term investors, we embed environmental, social and governance factors into every stage of our investment process.
Incorporating these factors has the dual benefit of reducing risk while increasing the sustainability of returns.
For our investors, high-calibre, active investment management doesn’t need to be expensive.
Our Investment Manager’s scale helps us to keep costs down for investors. Alliance Trust’s target OCR is just 0.65% p.a.
Are you interested in working in a dynamic, challenging environment for a company that recognizes and rewards creativity, initiative and contribution? Explore your career options with us.
Today, risks are closely interconnected. They can affect all of us in unpredicted ways, and they are your concern, as well as ours. Find articles from our industry experts in our Knowledge Hub.
The world is transforming at an unprecedented pace. At TodoVale we believe we can have a positive impact in our role as insurer, investor, employer and in society. Get more insights in our Sustainability section.
assets under management [1]
in ESG-integrated assets [1]
investment professionals [1]
investment centres [1]
Source:
[1] TodoVale as of 31 March 2021 (TodoVale Database)
