Funds and Advisory

Established in 2005, Funds and Advisory is a leading investment management specialist which provides a broad range of services to institutional clients and distributors globally.

We manage £16.9 billion* on behalf of clients globally with a dedicated team of over 100 investment professionals and operations specialists. We are also able to leverage the resources of the Barclays Group as a whole to achieve our investment aims.

Our sole focus is delivering absolute returns for our clients on a customised basis and we can demonstrate our investment approach has proven itself consistently since inception.

We have offices in London, New York, Singapore, Tokyo, Sydney and Hong Kong, and distribute funds to clients in over 20 countries across 5 continents.

We are an investment management business within Barclays, and are authorised and regulated by the Financial Services Authority in the UK and by other regulators in other jurisdictions.

Our investment philosophy

Our approach is founded on the belief that both fundamental and technical analysis impact returns.

We believe in applying this analysis to allow us to process multiple scenarios rapidly to deliver excess realisable returns for our clients.

We believe that by taking long and short positions in a range of highly diverse assets we can generate numerous sources of uncorrelated returns.

We believe embedding risk evaluation in portfolio construction to minimise downside volatility is key to delivering consistent returns.

We believe only those returns which are realisable count.

Source: Barclays, as of 31 May 2012.

*Assets under management includes assets managed or sub advised for other parts of the Barclays Group