Multi-asset investing
Guided by developments in the macroeconomic environment, we aim to help investors generate long-term returns, while managing short-term risks through diversified multi-asset investments.
Philosophy
Drawing on the fiduciary service’s investment team for pension schemes, this strategy uses these same proven skills and capabilities in asset allocation, stock selection and derivatives management.
The long-only strategy is built on our four key investment pillars of:
Diversification
We seek to diversify across a range of asset classes, individual positions and return drivers in order to reduce the risk of not meeting the investment objective.
Asset rotation
We will make substantial use of rotation, whether this is in asset allocation or the selection of alpha strategies, in pursuit of added value and improvement of the stability of return relative to the objective.
Hedging risks that don't reward adequately
We will seek, where it is cost effective to do so, to hedge risks where we expect risk to be disproportionately high compared to the expected return and/or its credibility.
Appropriate use of active management
We will make use of active management within markets or segments of markets where we believe it offers meaningful added value, and/or the active strategy materially improves the likelihood of meeting the objective through a significant reduction in risk to the strategy.
Funds
You can access our alternative macro investment strategy through the ES R&M Dynamic Asset Allocation Fund.
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Investment team
Mike Faulkner
Group Chief Investment Officer
Mike Faulkner
Group Chief Investment Officer
Mike founded P-Solve in 2001 and served as its chief executive officer until the merger with River and Mercantile Asset Management LLP in 2014. Under his direction, P-Solve became one of the first institutional advisers in the UK to offer fiduciary management to pension schemes. Mike has 22 years of consulting and asset management experience. He was ranked number one in the Financial News category of Europe's most influential asset managers and included in the overall top 10 in its FN 100 Most Influential annual survey in 2011. Mike is a Mathematics graduate from Imperial College, London.
Joe Andrews
Portfolio Manager, Macro strategies
Joe Andrews
Portfolio Manager, Macro strategies
Since joining R&M Solutions in 2012, Joe has worked in the team responsible for delivering R&M Solutions fiduciary management service. Today Joe is a member of the Macro Committee, which is responsible for setting house views for all R&M Solutions clients. He also co-manages the Research & Development process at R&M Solutions, which is responsible for idea generation and ensuring the regular and detailed monitoring of macro themes, client portfolios and underlying fund allocations as well as on-going research into new investment products and strategies.
Tamsin Evans
Head of Investments
Tamsin Evans
Head of Investments
Tamsin is responsible for the RMG suite of multi asset products. She chairs the Global Investment Committee, the group responsible for macroeconomic research and asset allocation decisions and is integral in the implementation of those views within specific product constraints. She is an experienced manager researcher and has a particular interest in risk management. Tamsin began her career as a management consultant at Accenture and previously worked at Watson Wyatt, now Willis Towers Watson specialising in asset liability modelling and executive reward. Tamsin graduated from the University of Manchester with a BSc in Mathematics. She is a Fellow of the Institute of Actuaries.
Grace Lavelle
Product Specialist, Macro strategies
Grace Lavelle
Product Specialist, Macro strategies
Since joining R&M in 2013, Grace has worked on delivering fiduciary management services to a wide range of clients. Her primary responsibility is investment solution design, ensuring the regular and detailed monitoring of client portfolios and underlying fund allocations as well as ongoing research into new investment products and strategies. Grace sits on R&M Solutions’ DC Management Committee, responsible for the composition of clients’ default strategies. Grace graduated from the University of Edinburgh with a First Class degree in Mathematics.
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