Achieving diversification through a liquid, market neutral investment approach

Achieving diversification through a liquid, market neutral investment approach

Thursday, March 14, 2024 11:50 AM to 12:20 PM · 30 min. (Europe/London)
The Stables
Workshop

Information

Volatile swings between market regimes in recent years have demonstrated the importance of allocating part of a portfolio to strategies that aren’t reliant on supportive markets for their return generation. In this session, James Murray, Investment Manager, will outline the value of market neutral strategies as diverse sources of risk and return in the asset allocation context. He will explain how Jupiter’s Systematic Equities team innovates through the use of a quantitative multi-factor model supported by academically robust data analysis and dynamic style allocation.
Online Format
On-Demand Only
Jupiter Asset ManagementEstablished in 1985, Jupiter seeks to make a positive difference for our clients by putting them at the heart of our business. We help them achieve their long-term investment objectives after fees through high conviction, active management coupled with a deep heritage and culture in sustainability. At Jupiter, we prefer to go a step further and seek to form transparent, value-added partnerships with clients beyond investment. Headquartered in London, Jupiter is an established asset manager with a growing presence in Europe, Asia, Latin America, USA and the Middle East offering a broad range of actively managed strategies including equities, fixed income, multi asset, multi-manager and absolute return. As at 31 March 2022, we managed £55.3 billion across a range of asset classes and vehicles which enable us to meet our clients’ needs. Jupiter has a longstanding history of commitment to sustainable and responsible investing, having launched our first sustainable strategy in 1988. We have continued to seek best practise through engagement with key initiatives, including becoming signatories of the UN PRI, where we have an A+ rating, signatories of the UK Stewardship Code and more recent commitment to Net Zero. Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.