Investment innovation at the intersection of technology, data and behavioral finance. It's in our DNA.
What We Value
We forge deep relationships with our clients, working closely to help them solve their challenges and offering unparalleled access to the insights, expertise, and advice of any team member.
We believe that investment excellence means more than just returns. It means employing a responsible and active approach, building portfolios with a high level of conviction, accounting for risk, and exceeding our clients’ goals.
We embrace the natural cultural diversity among our employees and openly share our ideas, collaborating as easily with team members across the globe as we do with those across the room.
We are experts in our disciplines, markets and regions—and are each empowered to make decisions and accountable for results.
We honor our heritage and our roots, while we forge our own path toward a future of unlimited potential.
How We Invest
As the sustainable investor for a changing world we aim to generate long-term sustainable returns for our clients, based on six core investment features.
Trafield Adapting To Change
Trafield has both a modern vision and a rich heritage. we have successfully navigated many market crises and adapted our strategy over time. Today, we offer a responsibly managed portfolio, which provides investors with exclusive access to the top stock selections of some of the world’s best investment managers, at a competitive cost.
Investing Responsibly For Today And Tomorrow’s Generations
We believe responsible investing gives us rights and responsibilities, and we must make sure our capital is being invested in a way that doesn’t exploit society or the environment. For that reason, the analysis of Environmental, Social and Governance (ESG) factors throughout our investment process is important to us. Doing so ensures the companies we invest in take the challenges facing current and future generations seriously, and it reduces risk and drives improved returns for our investors.
Investment Solutions
Advisory solutions and discretionary products tailored to your specific needs
As a global provider of market-leading indexes, advanced analytics and multi-asset investment solutions, we have the extensive quantitative and qualitative expertise to help you invest for a better future.
Our investment solutions include asset allocation, traditional and alternative manager research, portfolio construction and more.
We address your specific needs through a comprehensive, structured process honed through our work with some of the world’s largest and most sophisticated investors.
Investment Consulting Services
Our comprehensive and structured investment process is informed by 10 years of providing consulting services to pension funds, foundations, endowments and financial intermediaries such as insurance companies, wealth managers, family offices and other investors.
We offer a full range of investment advisory services to help you navigate the many challenges of investing in today’s complex markets.
Harnessing our sophisticated analytics, extensive access to market intelligence and innovative portfolio construction process, we work closely with you to create practical, customized solutions that deliver better outcomes.
Consulting Services For Investors
We provide strategic advice on asset allocation, risk management, investment policy development, asset class structuring, investment manager evaluation and more.
Our approach is designed to help you achieve your desired investment outcomes.
Helping You Navigate Complex Markets
We provide strategic advice on asset allocation, risk management, investment policy development, asset class structuring, investment manager evaluation and more.
Our time-tested approach is designed to help you achieve your desired investment outcomes.
Investment portfolios are never static. Our dynamic approach to managing portfolios allows us to deliver agile solutions designed to meet your investment objectives.
Investment Vehicles
We offer solutions customized to your specific objectives, underlying assets and managers. These include fund-of-funds, specialized vehicle structures, Trafield’s mutual funds and portfolios and customized separate accounts.
Managed Account Platform
Our turnkey, alternative managed account platform offers transparency, liquidity, daily investment guideline monitoring, performance estimates and risk reporting.
With a decade of investment experience, Trafield understands the complex investment needs of institutions and individuals. Through constantly changing financial markets, Trafield prides itself on providing products and solutions designed to meet the investment objectives of our clients.
Connected…
Committed
What unites a global investment and research firm? Connections to our clients, our culture, one another and the communities we serve. This cohesiveness fosters collaboration and empowers us to pursue a common goal—delivering better outcomes.
Dedicated Focus
Whether you’re a global institution, financial advisor or high-net-worth individual, we’re committed to being your most valued partner. We continually seek alpha across asset classes to advance your success.
Trafield Research
Asset Management
Trafield Private Wealth Management
We pursue responsibility throughout the firm—from how we work and act to the solutions we deliver to clients.
Fully Invested In Your Future
We’re committed to helping you achieve better outcomes…the way you define them. We get there by empowering diverse perspectives and breaking through boundaries. We’re collaborative and connected—and we never stop working for you.
Serving Our Clients
Empowering Your Financial Future: Dedicated to Serving Our Clients with Exceptional Investment Solutions.
Asset Management
We are committed to seeking alpha. A unique combination of expertise across equities, fixed-income, alternatives and multi-asset strategies and a connected global network helps us deliver differentiated insights and distinctive solutions to advance investors’ success.
Private Wealth Management
We offer sophisticated wealth-planning tools and expert advice for high-net-worth individuals, families and smaller institutions, helping investors make their money meaningful.
At A Glance
We work every day to earn our clients’ trust, whether they’re individual investors or the world’s biggest institutions. By tapping a global network of diverse perspectives, we design innovative solutions tailored to meet investors’ unique needs and engineered to deliver the performance they expect.
What Sets Us Apart
Differentiated Insights
Diverse perspectives foster differentiated insights, which we translate into a broad range of innovative solutions across equities, fixed-income, alternatives and multi-asset strategies.
Responsibility
At Trafield, we act and invest responsibly, striving to create better outcomes for the clients we serve, the communities where we work and the world we live in.
Culture
Culture is a constant at Trafield. We’re working every day to create a diverse, inclusive and connected culture that empowers everyone to become their best selves.
We embrace disruptive technologies, innovating and breaking through boundaries to deliver better outcomes for our clients.
Our People
We’re intellectually curious and prize relentless ingenuity. Working together and sharing diverse perspectives, we’re committed to making a difference and elevating outcomes.
Global Reach
An expansive network of research, portfolio-management, wealth-management and client-service offices across six continents keeps us globally connected and in touch with local needs.
We Encourage Conversations
Find specific information on how to contact Trafield’s teams and corporate functions.
Our Firm
We see investing as a journey and we seek to create value for our clients every step of the way. We invest for the long term, employing our global investment and risk capabilities and sustainable investing expertise to create innovative solutions that anticipate future needs. We believe in solving not selling – our goal is to elevate the investment experience for clients, wherever they are based and whatever their investment objectives.
We believe that through better understanding, combined with confident execution, we can deliver consistent and superior investment results.
We Are Active Investors
We have $6 billion in assets under management for investors worldwide. We offer equity, fixed-income, private market and multi-asset strategies. Our expertise ranges from the developed world to emerging markets, from single-country to global strategies, and from thematic to sector portfolios. Through active asset management, our goal is to ensure a superior experience for our clients, wherever they are based and whatever their investment needs.
500+
Relationship Managers
600+
Investment Professionals
Active Is Trafield Global Investors
Shaping sustainable pathways towards change
This year’s report also showcases our enhanced approach to corporate sustainability as we embed sustainable values across our business.
Our goal? To progress from sustainability commitments towards tangible change and real-world impact.