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Saudi & GCC Shariah Equity
This Saudi Arabian Endowment was seeking to make further allocations to Shariah-compliant local and/or GCC regional active equities. Any investment style was in scope, with a preference for unconstrained (‘freestyle’) investment
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Enhanced Indexation, Global Equity
This Middle Eastern Family Office was seeking to add enhanced indexation to a public equity portfolio that had previously been fully invested in passive strategies. They sought experienced, well-established fund managers with a strong
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Tactical Asset Allocation and Currency Overlay
This investor previously had a TAA overlay on regional equities and bonds but not on international investments. Here, they sought to extend this approach to the international portfolio—and also consider an FX overlay—in order to drive
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Emerging Markets Private Equity
The client, a South African pension fund, was looking to invest up to USD200 million in private equity with exposure to Emerging Markets and was particularly interested in focusing on opportunities in the Asia Pacific (APAC) region.
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