Barings

Services Provided

  • Discretionary

Location

  • 1 UK Location

Investment

  • Investment Manager
  • Founded 1762

Pooled Accounts

  • Minimum Account £10K
  • Assets Under Management £589M
  • Number Of Clients 141

Segregated Accounts

  • Minimum Account £50M
  • Assets Under Management £1.19M
  • Number Of Clients 14

About Barings

Barings is a US$304+ billion 1 global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative solutions and exceptional service.

Barings LLC and all of its subsidiaries remain indirect, wholly-owned subsidiaries of Massachusetts Mutual Life Insurance Company. As part of the MassMutual Financial Group, we have the financial stability and flexibility to take a long-term approach.

Global presence

With offices in 16 countries, we provide our clients with a broad perspective and access to a diverse set of opportunities.

Investment solutions

Drawing upon our breadth and depth across the global fixed income, equity, real estate and alternative asset markets, we aim to provide our clients with innovative solutions to address their complex challenges.

Scale and stability

Backed by a strong parent company, we have the financial stability and flexibility to take a long-term approach. An unwavering focus on risk management With sophisticated risk management systems and processes in place, helping to protect our clients’ capital over the long term is an essential part of our lasting partnerships.

Team driven

Rooted in our core values of transparency and responsibility, our team-driven culture is enhanced by a diversity of perspectives which we view as essential to meeting the needs of our clients.

Our Philosophy

We believe that targeted return portfolios can deliver a targeted absolute return over cash or inflation, equivalent to long-term equity returns, with considerably less than equity risk.

The key to success is good strategic and, above all, dynamic asset allocation. We believe that this is an effective way for investors to achieve real growth in their assets with reduced volatility.

Central to our belief is that long-term returns from all assets are primarily driven by slow moving macro-economic variables. Our strategies are determined by combining our long- term forecasts for each asset with its volatility profile, together with its correlation with all other available assets. However, short-term volatility within asset classes means that these long-term results are often delivered in uneven blocks. Therefore, there is a need for dynamic asset allocation to smooth the pattern of returns from different asset classes.

We implement our strategy via active segregated portfolios and direct investments, pooled funds and passive vehicles and we depend on the returns available in different markets.

The Targeted Return Fund is a dedicated common investment fund for charities, targeting an inflation plus objective of Consumer Price Index (CPI) +5% over a rolling three year period (which is approximately equivalent to Retail Price Index (RPI) +3% over the long term). We also aim to deliver an income of CPI +1% as part of the total return. Please note that the targeted total return is not guaranteed.