We categorize mandates into five types: globally diversified, regionally focused, asset class-specific, modular (combining offerings from across Raison's mandate landscape), and sustainability.
Our investment process merges top-down analysis, involving asset allocation defined by our Investment Committee, with bottom-up portfolio management. This means our portfolio managers make individual investment decisions aligned with your chosen strategy or investment approach.
Our Investment Committee systematically evaluates market and economic conditions, adjusts asset class weightings, and identifies short-term opportunities. Tactical decisions are derived from these assessments.
We provide personalized monthly, quarterly and yearly performance reports available for your access whenever you need them.
Opt for our sustainability mandates, encompassing multi-asset-class and equity mandates. These mandates predominantly invest in high-quality companies with exceptional MSCI environmental, social, and governance (ESG) research ratings, aiming to achieve long-term, risk-adjusted financial returns.
A team of committed portfolio managers oversees your portfolio, and you have direct access to them.