SHL’s objective is to protect and increase its capital through prudent investment.
It does this through:
Sophisticated asset allocation. Utilising both its institutional learning and the guidance of its Board and expert advisers, SHL chooses asset classes that enable it, through diversification by geography, sector and type, to maximise its returns with acceptable levels of volatility. The company only invests in OECD-based and regulated investment managers.
- Partner selection. Using its broad network of relationships and advisers, SHL selects institutional quality partners with the strongest track records in their fields and employs financial incentives and risk constraints to make sure they are closely aligned with SHL’s objectives.
- Best-in-class performance monitoring and measurement. SHL monitors the performance of its investments in the light of its substantial experience. It uses sophisticated measurement of its managers’ performance as a basis for the long-term development of these relationships.
- Long-term approach. The stability of its capital position enables SHL to maintain a long-term perspective, giving it the resilience and capacity to weather market movements and make decisions for the future, while keeping awareness of its broader social responsibilities. This gives it a critical advantage over other institutional quality investors in generating sustained returns which have been above average.
- Agility. SHL has the flexibility and entrepreneurial capacity to grasp new opportunities presented by evolving global trends at an early stage.
