CAIM is a specialist investment management firm, offering directly managed bespoke strategies to each of our institutional clients, in public market fixed income and equities, across developed markets and China. We prioritize our clients, treat them as partners, and seek to become trusted advisors to each institution we work with. Consequently, we offer solutions, not products, and provide account design flexibility and attention to clients that larger private and public sector asset management firms cannot, or choose not to provide due to excessive scale. We work to ensure that each account meets each client’s individual investment constraints and objectives.
While each account will have bespoke investment benchmarks and guidelines, the following should give an indication of the types of strategies we manage, and performance. Please note that investment entails risks, and past performance is not a guarantee or reliable indicator of future returns.
We consider each investment mandate a relationship, not a transaction. We like to begin each partnership with a detailed discussion about objectives and constraints, and build an entirely bespoke strategic asset allocation and investment policy, specifically designed for the client.
We utilize quantitative methodologies and disciplined risk and performance management to ensure a consistent feedback loop in evaluating and optimising strategic asset allocation, tactical views, portfolio construction and security selection, to facilitate solid investment processes and favourable investment outcomes. Our robust and disciplined investment process is based on in-depth fundamental, technical and flow analysis, and our bottom-up process utilises detailed relative value analysis.