Dan Wilcockson

AIA is an actively responsible investor and invests with conviction for the long-term. The firm employs a team-based approach in the management of their investment strategies, which includes both the Portfolio Management Team and the Research Team. Across the firm, the Portfolio Management Team is accountable for making final investment decisions. While the Portfolio Management Team is also ultimately responsible for the asset allocation, portfolio construction and security selection decisions, the Research Team provides valuable insights and heavily influences these decisions.

Functions as a College/University

PEP utilizes a variety of methods and strategies to make investment decisions and recommendations. Their broad investment management skills offer exposure to UK, European, global and emerging markets equities, as well as a macro-focused multi-asset strategy. The firm invests client assets against very well-defined objectives, such as outperforming a benchmark based on a client’s long-term liability profile. Portfolio asset allocations are customized based on each client’s unique requirements.