In an environment where investors face a bewildering choice of ever more complex financial products, gaining the outcomes they desire can be challenging. We have strategies that aim to meet this objective, now and over the long term. This is why we are unequivocally for today’s investor.
Aviva Investors is the investment arm of Aviva plc, a multinational financial services company headquartered in London and listed on the London Stock Exchange, who offers general insurance in the UK, Europe, Asia and Canada. Aviva plc’s roots can be traced back 320 years and has 33 million customers1.
Aviva Investors manages assets of $426 billion USD across a broad range of asset classes and employs over 1,300 professionals, including 400 investment professionals with operations that span 15 financial centers2. As such, our clients stand to benefit not only from our significant local knowledge and experience but also from the extensive global investment resources at our disposal.
1Source: Aviva Group, as of December 31, 2016 2 Source: Aviva Investors as of December 31, 2016 | Aviva Investors America AUM: $8.3 billion | Aviva Investors Canada AUM: $6.1 billion
Aviva Investors Americas
225 W. Wacker Drive Suite 2250
Chicago, IL 60606
+1 312 873 5800
AXA Investment Managers (AXA IM) is an active, long-term, global, multi-asset manager focused on enabling more people to harness the power of investing to meeting their financial goals. The world-leading firm boosts a proven track record across fixed income, equities, alternatives and multi-asset solutions. By combining investment insight and innovation with robust risk monitoring, we have become one of the largest asset managers in Europe with ambitions to become the chosen investment partner of investors around the world. With approximately $756bn in assets under management as of the end of December 2016, AXA IM employs nearly 2,500 people around the world and operates out of 29 offices in 21 countries. AXA IM is part of the AXA Group, a global leader in financial protection and wealth management.
AXA Investment Managers
100 West Putnam Avenue
Greenwich, CT 06830
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.
Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £418.2 billion (€476.3 billion/$543.3 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 4,100 people across six continents who focus on doing just this.
We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Explore our interactive timeline to see how we’ve been shaping financial futures since our very beginnings.3
3Source: Schroders, as of November 7, 2017
Schroders Investment Management America
7 Bryant Park
+1 (212) 641-3800
AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative and traditional strategies since 1998. As of June 30, 2017, we managed approximately $194.9 billion for institutional investors and investment professionals.
Arena Investors sources and structures bespoke credit investment opportunities and seeks to maximize risk-adjusted returns across a wide variety of fundamentals-based, asset-oriented, credit-focused investment opportunities. We provide liquidity to companies and owners of assets who require it in a timely manner and who are underserved by conventional sources of capital. Taken collectively, our style and the strategies we pursue are designed to generate compelling, income-driven, uncorrelated risk-adjusted returns through all market conditions and across a variety of industries, investment products and geographies.
Bernstein was founded 50 years ago to manage money for families and individuals. We now serve smaller institutions as well. For many clients, we deliver a uniquely integrated approach to managing all or most of their liquid assets. For others, we deliver services that are targeted to fill a specific need. But all our clients receive the benefit of our firm’s global scope, deep research resources, and planning expertise.
Lyrical Asset Management is a quality-oriented, U.S. fundamental value equity boutique located in New York City managing $7 billion in AUM across long only and long/short strategies. Founded in 2008 and jointly owned by Andrew Wellington, Managing Partner/Chief Investment Officer and Jeff Keswin, Managing Partner, the firm employs a bottom-up, quality-oriented approach constituting a disciplined and repeatable investment process to manage concentrated, alpha-oriented portfolios. The LAM U.S Value Equity strategy has been recognized as a top performer by Pensions & Investments, is available as a Five-Star Morningstar rated mutual fund (rated in February 2016) and is also a ranked in the top 1% of all U.S. Large Cap, Mid-Cap and All-Cap Equity products in the eVestment Alliance manager database for the five years and since composite inception periods through March 31, 2016.
NEPC is an employee-owned investment consultancy that brings rigor and thought leadership to our private wealth clients. Add to that an experienced team that specializes in private wealth consulting, and you have a partner that can expertly guide you in pursuing your investment and philanthropic goals, legacy planning, and multigenerational investment education. With consultants across the country, we’re known for incisive expertise and exceptional service.
Albourne Village, a virtual hedge fund community with over 80,000 active residents, is a free and independent website for anyone interested in alternative investments. It incorporates a virtual pub and library to exchange news, views and IP, a job centre, conference centre and School. The Village is also home to a vast number of established industry contacts.
Don't just join the Village, be the Village.
Family Office Magazine is a well designed and visually stunning publication and is the premier gateway to an exclusive and ultra-wealthy Family Office audience across all disciplines of the global Family Office Community. Family Office Magazine is available at many of the leading Finance and Family Office events and conferences around the world and has unparalleled access to an exclusive, wealthy and powerful audience within the Family Office sector globally. www.familyofficemag.com.
Family Office Recruitment is a trusted global portal and the first place to visit for Family Office Careers, News & Directories.
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Fidelity Family Office Services (FFOS) was established in 2004 to serve the sophisticated needs of family offices. The firm provides custody, brokerage and investment services, in addition to, reporting and administrative capabilities. As a dedicated business unit, FFOS provides objective guidance and access to investment products as well as a seasoned service team to support the needs of family office executives. As of June 30, 2017, FFOS provides services to more than 380 family office clients across the country with over $112 billion of assets in custody with Fidelity.* For more information about Fidelity Family Office Services, visit https://familyoffice.fidelity.com.
*Fidelity Family Office Services estimates
For Institutional Investor or Investment Professional use only. Not authorized for distribution to the public as sales material in any form. Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC. 200 Seaport Boulevard, Boston, MA 02210