Baillie Gifford Asset manager

Profiel

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Naam
Baillie Gifford

Baillie Gifford is unique in the UK in being a large-scale investment business that has remained an independent private partnership. This ownership structure has allowed us to keep our efforts focused entirely on our clients and their investments.


Baillie Gifford partner Stuart Dunbar explains Actual Investing: 





 

Beleggingsprofessionals
249

Locaties

Telefoonnummer
Telefoonnummer +44 (0) 131 275 2000
Bezoekadres
Calton Square, 1 Greenside Row
EH1 3AN, Edinburgh
Postadres
Calton Square, 1 Greenside Row
EH1 3AN, Edinburgh

Telefoonnummer
Telefoonnummer +353 1 529 4150
Bezoekadres
4/5 School House Lane East, Dublin 2
D02 N279, Dublin
Postadres
4/5 School House Lane East, Dublin 2
D02 N279, Dublin

Medewerkers



Producten en Oplossingen

Advisory/sub-advisory
Securities lending
Custody
Research
ALM/strategisch advies
Assetallocatie (SAA/TAA/GTAA)
LDI
(Integraal) Risicomanagement
Fiduciair beheer, uitsluitend extern beheerd
Fiduciair beheer, (deels) intern beheerd
Multi-asset mandaten
Discretionaire mandaten
Beleggingsfondsen
Gestructureerde producten
ETFS
Derivaten
Andere
Advisory/sub-advisory
Securities lending
Custody
Research
ALM/strategisch advies
Assetallocatie (SAA/TAA/GTAA)
LDI
(Integraal) Risicomanagement
Fiduciair beheer, uitsluitend extern beheerd
Fiduciair beheer, (deels) intern beheerd
Multi-asset mandaten
Discretionaire mandaten
Beleggingsfondsen
Gestructureerde producten
ETFS
Derivaten
Andere

Vermogen onder beheer

AUM by Client Type (EUR m)




AUM by Asset Class (EUR M)




Bijzonderheden

Source: Baillie Gifford & Co, as at 30 June 2019, in EUR.

Marktvisie

Beleggers ondergaan vandaag de dag een ware kakofonie aan mediaruis en kortetermijnsignalen. Het meeste daarvan negeren wij resoluut. Ons vizier is gericht op de daadwerkelijk significante veranderingen in de wereld, het tempo waarin die in een stroomversnelling raken en de uitdagingen voor het financiële systeem dat hier naar onze overtuiging niet zo goed mee om kan gaan. Verandering en disruptie worden vaak verkeerd begrepen. Zij zijn altijd omgeven met onzekerheid. In reactie hierop richten beleggers zich meer op de kortetermijnresultaten dan op creativiteit en verbeeldingskracht voor de lange termijn. Wij omarmen het onbekende echter en werken constructief samen met het management van de ondernemingen waarin we beleggen. We moedigen hen aan om zich niet te fixeren op de winstdoelstellingen op kwartaal- en jaarbasis, maar een goed fundament voor toekomstige successen te leggen. Dankzij deze opstelling zijn we een voorkeursaandeelhouder voor veel zeer innovatieve en betekenisvolle beursgenoteerde en familiebedrijven in de wereld.

Ambities en Waarden

Baillie Gifford has been offering investment management services for more than 100 years. The world has changed in the intervening period and stewardship of the firm has passed down through several generations of partners; however, the delivery of good, long-term investment returns for clients has remained our overriding objective throughout.

Baillie Gifford’s partnership structure is unusual amongst large investment management companies. Our current generation of 43 working partners and over 1000 employees remain singularly focused on our clients’ requirements. We have no external shareholders. This structure helps us to attract and retain talented staff and underpins our organisation’s stability and its distinct and enduring culture. It also allows us to take a long-term view in everything that we do.

There are five main principles to our strategy:

1. Focus investment teams on high value tasks. We aim to reduce distractions to increase the chances of outperformance.

2. Back our investment judgement. Embracing risk within a reasonably diversified portfolio is an integral part of the pursuit of meaningful returns over the long term.

3. Provide high levels of service to enhance client relationships and retain client confidence through clear, thoughtful and helpful communications.

4. Keep our existing clients’ interests’ paramount. Evolving with client needs and developing our business is important but generating strong results for existing clients will always be our core goal.

5. Keep our firm and its activities simple. Our time should be focused on investment activities and on looking after and understanding our clients’ needs. We minimise bureaucracy where we can.

Baillie Gifford’s sole business is investment management. We do not carry out any custodial or intermediary activities. With the exception of some administrative aspects of international pooled vehicles, all operations and controls are carried out in-house.

Baillie Gifford operates within a framework that sets high standards of professionalism and personal integrity. We firmly believe that a strong control environment is essential for our business and we continue to invest in the enhancement of controls where needed.

History

Baillie Gifford & Co was founded in Edinburgh in 1908 and is one of the UK’s largest independent investment management firms, 100% owned by the 43 partners who all work within the firm. Our partnership structure has not changed since 1908 and we are committed to retaining this structure.

Throughout the early part of the twentieth century, Baillie Gifford & Co developed and managed a wide range of investment trusts investing in equities and bonds worldwide. Our first investment offering was a closed-end mutual fund launched in 1909, the Straits Mortgage & Trust Company. The fund initially specialised in investing in the Far East and then moved to a global outlook, with a strong emphasis on North American investments. This trust, now called Scottish Mortgage, is still a client and is one of the largest investment trusts in the industry.

During the 1960s, Baillie Gifford developed its International Equity discipline, becoming one of the first European investment firms to explore the markets of Japan and other areas in the Far East. In recent decades the firm has forged successful investment specialties in Japan, Europe, North America and Emerging Markets.

By the time of its centenary in 2008, Baillie Gifford had offices in New York and London in addition to its headquarters in Edinburgh and was managing more than $100 billion.

Baillie Gifford Overseas Limited was established in 1983 and provides investment management and advisory services to non-UK clients. Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. It is registered with the Securities & Exchange Commission in the United States of America.

 

More recently, as our record of stable organic growth has continued, the firm has steadily diversified both in terms of client base and by the range of investment strategies we offer such as multi asset and fixed income strategies. By the end of 2018 we were managing asset of over $220bn for clients in around 30 countries, mainly for pension fund clients but also increasingly for other financial institutions, sovereign wealth funds and private individuals.

Performancemeting

Intern
Extern
GIPS
Andere
Intern
Extern
GIPS
Andere

Vergoedingstructuur

We zorgen ervoor dat klanten van onze schaalvoordelen profiteren en het grootste deel van de beoogde outperformance ontvangen. Bovendien zorgen we ervoor dat de vergoedingsstructuur de liquiditeit van de betreffende strategie weerspiegelt vanuit onze bredere doelstelling om voor onze klanten outperformance op de lange termijn na aftrek van beheervergoedingen te genereren.


Research & Kennisdeling

Vermogensbeheer

Publicatiedatum 31-7-2019
Curious about Baillie Gifford? Find out how we support society through responsible investment, environmental management and sponsorship in our first edition
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