Case Studies

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Case Studies 15 Jun 2026

The institutional allocator who needed to diversify differently

A large multi-asset fund with EUR 7bn in AUM needed to add diversification beyond its core equity and bond allocation

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Case Studies 01 Apr 2026

A bespoke sustainable mandate for a values-driven institution

An endowment fund was sensitive to any direct involvement in fossil fuels as part of its investment programme

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Case Studies 01 Apr 2026

From product gap to market-ready Article 9 ETF

A global ETF provider needed an Article 9 fund that would appeal to a wide range of clients

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