Our Partners

Partnering with nabInvest

Fund management teams that partner with nabInvest enjoy the security and support that can only be provided by one of the world's top 20 financial institutions.

Each nabInvest partner business operates independently, under its own leadership and governance. Our role is to provide support, not to control them. We want our partner businesses to remain focused on what they do best – generating quality investment outcomes for their clients.

In-house and partner funds management groups are specialists in their chosen asset classes. We encourage their independent focus on actively managing and growing their funds under management. Our mutual goal is to convert their potential and promise into an investment proposition that is a leader in its chosen field.

In selecting a potential partner, we look to determine its fit, quality and complementarity. We are looking to build long term successful businesses with both partners fully appreciating what each brings to the relationship. This is followed by a detailed evaluation and due diligence process that focuses on a number of key points. These include:

  • The team’s ability to clearly articulate their investment philosophy.
  • How their research model effectively supplies information to support the investment style.
  • A disciplined, controlled approach to portfolio construction which remains true to their investment style under a variety of market conditions.

 

The make up of the investment team is also one of the most important factors we consider. This includes:

  • The ownership structure which must work for both partners and reflect the respective role each is playing.
  • A clearly articulated and rigorous risk management framework.
  • A verifiable demonstrated track record of the investment teams’ historical performance.

 

 

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