Active Portfolio Management

As active Investment Managers, we are able to analyse the market and act swiftly to make changes to our strategies in order to deliver optimal returns to our clients.

Active vs Passive Management

Compared to an active strategy, a passive strategy simply replicates the holdings of a specific benchmark or market index in order to achieve similar performance to it. An active investment approach, by contrast, is much more hands on, with a team of experts making day to day decisions on what to invest in based on changes in the macro environment and stock specific situations.
Our investment strategies employ active portfolio management. This involves actively investing in a broad range of assets to diversify a portfolio’s risk across multiple sectors. Investing in this way helps a strategy to better deal with volatility swings in the underlying markets. An active management approach analyses market trends as well as shifts in the political and economic landscape to seek higher returns and give the opportunity to beat the market benchmarks.
Investing can be daunting. If you are looking into creating a life plan for your investments, or have more complex needs, an active investment management approach can help you cater for both planned and unexpected life events.

Why choose our Investment Management Service?

Find a Solution to Fit You
With the use of our digital profiling tool we can find the a solution that is tailored to your life goals, risk appetite, length of investment and your sustainability beliefs.
Flexibility
We understand that your life goals can change over time. As active managers we can help you change your time horizons and investment goals. With an appointed relationship manager, we are only a phone call away.
A Strong Track Record of Returns
We measure the returns of all of our strategies against appropriate peer group benchmarks and have consistently outperformed over the last 5 years. Peer group benchmarks collect data from a range of different providers in the private client investment management industry to give effective comparisons.

Grow with an award winning company

Time in business

25+ years

Group employees

240+

Group clients

8,000+

AUA

USD 5bn

Our Core Strategy:

Creating more from Less

We invest in assets that consistently deliver greater value from ever fewer resources - this focus on productivity growth delivers superior investment performance that is sustainable for our clients, our communities and our environment.
Sustainable alpha

Sustaiability meets profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.
Performance

Empowering financial futures

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
Impact

Understand the impact of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.

Our Core Strategy: Creating more from less

Sustainability meets
profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.

Empowering financial futures

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.

Understand the impact
of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.

What our clients say...

Boal & Co have a long-standing relationship with CIG with a number of our clients using them as their investment platform. We have always found them to be professional, knowledgeable, and efficient.

Boal & Co

From the start, Capital International Group understood our needs and offered a solution which they have been providing, with continual enhancements, ever since.  

GBPensions

Capital International is the easiest company I work with. They listen and pay attention to your needs. They are always responsive and proactive. I cannot recommend them enough.

Alconbury Trust

150+ years experience in managing client portfolios

Investment is the engine of prosperity and change.

For almost three decades we have been dedicated to making money work better, supporting governments, financial advisers, trustees and individuals to achieve their investment goals. Our team of highly qualified investment professionals have hundreds of years experience in managing investments, meeting client needs and delivering exceptional service. We are ever conscious of the trust you place in us and our responsibility to deliver for you.

David Long, Chief Investment Officer

Grow with an award winning company

Time in business

25+ years

Group Employees

200+

Group clients

8,000+

AUA

$5 billion+

Request a call with one of our specialists today