Responsibilities of Our Research Group
Each team has unique responsibilities, including analyzing economic trends, sector and industry updates, evaluating securities, calculating performance and implementing the IPC's portfolio decisions.
Applied Research
Capital Markets Research Team
The Capital Markets Research Team gathers information about regions, countries, sectors and industries and analyzes from a top-down perspective using economic-, political- and sentiment-based factors. This information assists the IPC in determining asset class, country and sector forecasts and portfolio themes.
Securities Research Team
The Securities Research Team conducts the initial analysis and ongoing monitoring of all individual portfolio securities from a fundamental, bottom-up perspective.
Fixed Income Team
The Fixed Income Team analyzes fixed income drivers and supports the development of interest rate forecasts.
Portfolio Implementation & Monitoring
Implementation Team
The Implementation Team oversees and applies portfolio changes—generating trade orders—as instructed by the IPC, portfolio strategy and client restrictions.
Portfolio Engineering Team
The Portfolio Engineering Team monitors our strategies to ensure the intended portfolio themes are represented.
Trading Team
The Trading Team works together with the Portfolio Implementation Team to generate and execute trade orders as directed by the IPC.