Jason Rees

Handelsbanken is an active, global multi-asset manager which seeks to deliver strong, long-term risk-adjusted returns. The firm spreads investments across a range of different assets and markets to reduce portfolio risk. Their multi asset strategies provide convenient and cost-effective access to a diverse range of asset classes, including shares, bonds, property and alternatives through a single portfolio. Each of the firm’s strategies has a target return benchmark and aims to deliver a positive real return (that is, after the effects of inflation are removed) over a rolling five-year period. Handelsbanken’s investment process is largely driven by top-down considerations. They have a multi-layered approach to investing, based on geography, sector, theme, style, capitalization and currency, and look for undervalued areas which they believe will offer long-term opportunities.