Butterfield Asset Management Investment process...Investment process Butterfield Asset Management...
2
Investment Policy Council Long-term thematic framework; asset class & geographic views; asset allocation; investment strategy Key Outputs Model portfolios demonstrating Group investment strategy across a range of pre-defined mandates Equities Council Funds Council Fixed Interest Council Key Outputs Industry “roadmaps” & sector strategy; approved equity lists for Global, UK & UK High Yield Key Outputs Model Portfolios for Fund sectors Key Outputs Macro outlook, credit and duration strategy; approved issuer list Investment Committee Governance Risk management Oversight & challenge Attendance at each Council is open to the entire investment team, and debate/challenge is collegiate. Responsibility for the Key Outputs is assigned to individuals, ranging from the Head of Group Asset Management for the main asset allocation framework, to the relevant Senior Investment Managers for Equity, Funds and Fixed Interest model portfolios. Investment Manager Client Portfolio Client mandate Investment Manager Fixed Interest Research Bermuda & Cayman Core Strategy & Research Investment process Butterfield Asset Management www.butterfieldgroup.com
Transcript of Butterfield Asset Management Investment process...Investment process Butterfield Asset Management...
Investment Policy Council
Long-term thematic framework; asset class & geographic views; asset allocation; investment strategy
Key OutputsModel portfolios demonstrating Group investment strategy across a range of pre-defined mandates
Equities Council
Funds Council
Fixed Interest Council
Key OutputsIndustry “roadmaps” & sector strategy; approved equity lists for Global, UK & UK High Yield
Key OutputsModel Portfolios for Fund sectors
Key OutputsMacro outlook, credit and duration strategy; approved issuer list
Investment Committee Governance Risk management Oversight & challenge
Attendance at each Council is open to the entire investment team, and debate/challenge is collegiate.
Responsibility for the Key Outputs is assigned to individuals, ranging from the Head of Group Asset Management for the main asset allocation framework, to the relevant Senior Investment Managers for Equity, Funds and Fixed Interest model portfolios.
Investment Manager
Client Portfolio
Client mandate
Investment Manager
Fixed Interest Research Bermuda
& Cayman
Core Strategy & Research
Investment processButterfield Asset Management
www.butterfieldgroup.com
heaumec
www.butterfieldgroup.com
THE BAHAMAS | BERMUDA | CAYMAN ISLANDS | GUERNSEY | SWITZERLAND | UNITED KINGDOM
Butterfield Bank (Guernsey) Limited (‘The Bank’), is licensed and regulated by the Guernsey Financial Services Commission under The Banking Supervision (Bailiwick of Guernsey) Law, 1994, as amended, The Protection of Investors (Bailiwick of Guernsey) Law 1987, as amended, and The Regulation of Fiduciaries, Administration Business and Company Directors, etc (Bailiwick of Guernsey) Law, 2000, as amended. The Bank is also registered under the Data Protection (Bailiwick of Guernsey) Law 2001, as amended. Company registration No 21061. Registered Office Address: Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 3AP. The Bank's products and services are available in Guernsey and only in those other jurisdictions where they may be legally offered or obtained. Please note that your investment may fall and you may get back less than you invested. Investors should consider any other factors that may be relevant to their circumstances, including tax considerations, before making any investment Butterfield Bank (Guernsey) Limited is a participant in the Guernsey Banking Deposit Compensation Scheme. The Scheme offers protection for 'qualifying deposits' up to £50,000, subject to certain limitations. The maximum total amount of compensation is capped at £100,000,000 in any 5 year period. Full details are available on the Scheme’s website: www.dcs.gg or on request. Butterfield Bank (Guernsey) Limited tel: +44 1481 711521. Deposits with Butterfield Bank (Guernsey) Limited are not covered by the Financial Services Compensation Scheme established in the UK under the Financial Services and Markets Act 2000, nor are deposits covered by any equivalent scheme outside of the Bailiwick of Guernsey. There is currently no Financial Services Ombudsman Scheme operational in Guernsey. © 2011 Butterfield Bank (Guernsey) Limited
