Focusing on the elements that matter
We research a broad range of asset classes and underlying investments for our clients. Many of our portfolios are structured via internally managed funds, whereas most underlying assets are managed by other successful professionals.
There are two main parts to our investment process:
- Asset Allocation
- Portfolio management
Studies show that Asset Allocation is the most important determinant of long term performance.
We also apply environmental, social and governance (ESG) principles which deliver a lower risk investment portfolio without sacrificing performance. We are signatories to the UN PRI (Principles of Responsible Investment).
Oakham worked with Mercer Investment Consultants as a strategic adviser to support its investment research and portfolio construction functions. Mercer advised Oakham on strategic asset allocation, dynamic investment market views, model portfolio construction and fund solutions.
Mercer is a global leader in independent investment consulting, due diligence and investment solutions. Mercer provides tailored investment advice to all types of asset owners to support them in meeting their investment goals within an agreed risk framework.
Mercer’s independence means that they can support the implementation of this advice through best in class managers while their scale (over US$10trn of assets under advisement and US$250bn under implementation) means they are well placed to support Oakham in achieving fee savings for clients.