Capabilities – Todo Vale

The investment landscape has become increasingly challenging – yields remain low, inflation looks set to return and regulatory complexity continues to expand. At the same time, technology is rapidly advancing and people are living longer than ever before, shifting global demographics significantly.

To navigate this new terrain, fresh thinking is needed. Our investment capabilities are designed to offer the greatest flexibility to our clients for both core and specialist asset classes.

Equities

We have more than four decades of active investment experience, underpinned by fundamental research and a long-term approach, designed to capture future trends. Backed by fully integrated risk controls, we offer a broad suite of solutions designed to meet a wide range of client outcomes.

Framlington Equities

With more than four decades of active equity investment experience, our experts employ a bottom-up investment approach with the aim of helping clients successfully navigate the changing investment landscape and capture the growth drivers of tomorrow.

Rosenberg Equities

To identify investment opportunities, our quantitative investing pioneers use technology and modelling to deliver fundamental strategies underpinned by environmental, social and governance (ESG) principles.

Fixed Income

Through bottom-up credit analysis and top-down macroeconomic research, our specialists aim to deliver outcome-oriented solutions for our clients via a suite of products that span the fixed income spectrum.

Structured Finance

Our well-established team targets stable, predictable income arising from a diversified risk exposure that complements traditional allocations. We draw on our size and experience to source opportunities across the alternative credit spectrum, adapted to the specific needs of our clients.

Multi Asset

Our diverse team of investment professionals and researchers share a common goal – to responsibly design the best combination of asset classes and investment management techniques according to clients’ needs.

Real Assets

We combine in-depth, in-country knowledge with longstanding experience, strong convictions and a thorough understanding of capital structures.

TodoVale Chorus

Our team aims to generate absolute returns through a diversified set of investment strategies that are grounded in behavioural finance – offering clients a differentiated proposition with low correlation to traditional assets.

ESG integration across our investment capabilities

100 % of core managers have access to ESG scores and research which enable them to integrate our ESG fundamental and quantitative research in investment decisions.

Read more about ESG

This page is for informational purposes only and does not constitute on the part of TodoVale Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services and should not be considered as a solicitation or as investment, legal or tax advice. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.