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Investment

Our competence

The best proof of our competence is our client base and the duration of our customer relationships. Most of our clients have chosen us after tough competition with other national and international players.

The breadth and depth of our employees is proof of how we over time have attracted employees with critical competence and experience in order to succeed, as well as a passion for our work.

Strategic advice and portfolio construction

Our clients’ long-term success is key to our customer relationships. The foundation for long-term good returns for our clients lies in building and maintaining an investment strategy with a sound basis in our clients’ objectives, preferences, compliance with accountability requirements in connection with investments, and risk tolerance.

A good strategy is developed in a close dialogue with the client. Mutual understanding guarantees a long-term perspective and discipline.

Manager selection and monitoring

We help our clients identify and invest in some of the world’s best fund managers. We also help our clients end their relationships with managers, when required – often when there has been a good historic return, but the future outlook for the return is poor.

Our dedicated analysis team looks for managers throughout the world with a clear interest in corporate and value analysis. It is important to us that they have world-class analytical resources available that allow them to get to the bottom of investment opportunities they are considering.

We always meet managers before we recommend them to our clients. We meet the whole analysis team and identify key people on the teams in order to understand them and how they work. Taking action at the right time and selling one’s holdings with a manager when necessary is key to our clients’ long-term return.

Our substantial pool of funds of about NOK 90 billion makes us a preferred investor among managers in Norway and internationally. In addition to exclusive access, this puts us in a position to negotiate lower management fees, so that as much as possible of the return created passes to our clients. 

Through our fund platform Performa.NXT, we guarantee our clients cost-effective operations, a full overview, and access to the world’s best managers. This gives you full control of your investments.

Watch this video about Performa.NXT: