Our values

Our values represent what we stand for, and guide how our business operates

Create connections

We bring together our diverse talents, perspectives and insights and use our collective intelligence to deliver value. We remain true to our shared purpose, working as one team and with all our external partners to build better futures.

Following the merger, we have evolved how our business is structured to create group-wide functions that support the four regions in which we operate – the UK, EMEA, the Americas and Asia Pacific.

To make sure we take the right actions for our business, one of our priorities is listening to our people’s views. We create opportunities for dialogue, both face to face and through the use of technology, connecting employees across the globe. They provide input to a range of strategic and operational initiatives.

Our structure also puts us closer to our clients and customers – who come from diverse backgrounds and have different cultural and societal experiences. By focusing on being an inclusive workplace, it helps provide us with diverse perspectives that reflect our clients’ and customers’ needs.

By encouraging broader and deeper collaboration across our locations, we share in a wider range of perspectives, using that insight to evolve our propositions and to stimulate new ideas.

Adapt and excel

We don’t stand still. We improve, challenge, learn and innovate to earn our place in the future. We are ambitious, our sights are set on excellence and our minds are open to ideas.

We believe that developing innovative ‘new active’ investment solutions – which focus on investment outcomes instead of benchmarks – is key to the future growth of the business.

We also work to identify and understand opportunities and trends that can help our company and industry innovate and improve. As part of our quantitative investment strategies, for example, we use machine learning techniques to identify and recall patterns in financial markets data.

In integrating our businesses, we have worked to integrate and rationalise our fund ranges. We’ve also refreshed our distribution strategies, to bring more discipline and consistency to our relationship and client teams across the world.

With changes to pension policy and provision in the UK, many more people are choosing to remain invested throughout retirement – leading to a greater demand for financial advice. We believe digital advice is key to the future of retirement planning, and we’re developing digital and automated capabilities to better meet customer and adviser needs. We continue to ensure that we are operating efficiently and controlling our costs. This includes the delivery of merger synergies and the implementation of a simplified global operating model.

Deliver what matters

We relentlessly focus on delivering outcomes that truly matter to our clients and customers. We build trusted relationships. We do the right thing and are empowered to make a difference.

Evaluating and enhancing our investment process is a continuous practice within investment teams. Our process enhancement plans aim to improve performance while remaining true to our investment style. They focus on idea generation, capture and implementation.

Actions we have taken include:

  • Investment in new talent and enhanced risk analytics tools
  • Creation of a Performance and Investment Review Committee to strengthen review processes
  • Establishment of our research platform with appointed heads of research, and creation of a research institute to inform our macro and longer   term thematic house views
  • Enhanced Board level focus and oversight of actions to improve investment performance

We have also focused on maintaining trusted, long-term relationships with our clients to help them understand the causes of weak investment performance – and, importantly, what we are doing to address this.

We believe that positive investment outcomes can be aligned with positive outcomes for society and the environment. We integrate, review and research Environmental, Social and Governance (ESG) considerations throughout the investment process. We see ESG research as an important way of protecting our clients’ investments and believe it really adds to the value we offer to them.

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