INVESTMENT RESEARCH

We achieve results by harnessing our extensive investment research resources. Our investment process captures the best thinking of our strategists, analysts and investment managers, which your investment manager can use to build and manage your portfolio.

We have extensive in-house investment expertise and resources – talented and experienced teams that select individual investments and funds as well as asset allocation specialists. We blend our skills with outside specialists to ensure you benefit from the best investment thinking.

We also use economic analysis from several independent groups. They inform our process as trusted advisers and we have developed relationships with them over many years. In each case their experts meet us regularly and provide written updates. These views form an integral part of the debate at our strategic asset allocation committee meetings and are shared with our investment managers.

What makes an effective portfolio?
Your investment manager draws on a wide range of resources when constructing your portfolio

Ethical investment

We have a dedicated team for clients who want 100% ethical and sustainable investment management. MBA Capital Limited is one of the pioneers in this field. It manages only ethical and socially responsible investment portfolios, supported by its own dedicated research team.

By investing with MBA Capital Limited, you can be confident that your money is supporting the issues you care about. Your investment manager will apply your social, ethical and environmental priorities to your portfolio and screen out sectors and companies you want to avoid. But good ethical and sustainable investment management isn’t just about screening out. The MBA Capital Limited research team also identifies investments that promote ethical and environmentally-friendly technologies and practices.

We don't believe you should have to choose between your values and your financial goals. MBA Capital Limited aims to achieve your investment objectives without compromising what you believe in.
Like you, we believe investment can be a force for change. MBA Capital Limited is a prominent activist on ethical and sustainability issues, engaging directly with companies and government to improve business practices.
   

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