Investment Policy Council Long-term thematic framework; asset class & geographic views; asset allocation; investment strategy Key Outputs Model portfolios demonstrating Group investment strategy across a range of pre-defined mandates Equities Council Funds Council Fixed Interest Council Key Outputs Industry “roadmaps” & sector strategy; approved equity lists for Global, UK & UK High Yield Key Outputs Model Portfolios for Fund sectors Key Outputs Macro outlook, credit and duration strategy; approved issuer list Investment Committee Governance Risk management Oversight & challenge Attendance at each Council is open to the entire investment team, and debate/challenge is collegiate. Responsibility for the Key Outputs is assigned to individuals, ranging from the Head of Group Asset Management for the main asset allocation framework, to the relevant Senior Investment Managers for Equity, Funds and Fixed Interest model portfolios. Investment Manager Client Portfolio Client mandate Investment Manager Fixed Interest Research Bermuda & Cayman Core Strategy & Research Investment process Butterfield Asset Management www.butterfieldgroup.com
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Attendance at each Council is open to the entire investment team, and debate/challenge is collegiate.
Responsibility for the Key Outputs is assigned to individuals, ranging from the Head of Group Asset Management for the main asset allocation framework, to the relevant Senior Investment Managers for Equity, Funds and Fixed Interest model portfolios.
Investment Manager
Client Portfolio
Client mandate
Investment Manager
Fixed Interest Research Bermuda
& Cayman
Core Strategy & Research
Investment processButterfield Asset Management
www.butterfieldgroup.com
heaumec
www.butterfieldgroup.com
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