Charles French

NIM is a thematic, team-oriented manager which conducts in-house research to identify themes and trends that influence, or are likely to influence, economies or stock markets globally. The firm focuses their research on the areas they believe are most likely to yield the best performing securities. Portfolio managers construct equity and fixed-income model portfolios in teams. For equity portfolios, the most important aspect of portfolio construction is stock selection as bottom-up decisions drive, to a large extent, a portfolio’s allocation to countries, sectors, and currencies. Their fixed income portfolios utilize both their top-down view of the world’s bond and currency markets and bottom-up investment selection process.

IAFM invests on behalf of their clients in both listed equity and private equity infrastructure strategies. The firm aims to generate outperformance over the long term by investing in the most attractive stocks identified by research intensive, bottom-up, stock picking process. The bottom-up process is complemented by a top-down framework to ensure that research is focused on the most promising regions and sectors.

IAM invests on behalf of their clients in both listed equity and private equity infrastructure strategies. The firm’s investments are based on a strong conviction that among other macro-economic trends, population dynamics, resource scarcity, inadequate infrastructure and environmental constraints will profoundly shape global markets, creating investment risks and opportunities. ESG analysis is an integral part of their investment research process. The most attractive stocks are identified by the research intensive, bottom-up, stock picking process described in the previous section above which focuses on upside to target price. This bottom-up process is then complemented by a top-down macro-economic overlay to ensure that the firms’ research is also focused on the most promising regions and sectors.

Functions as a College/University

Impax Asset Management invests in growth companies owning multiple projects across Europe region. The focuses on infrastructure like renewable power generation (wind, solar) and related assets.