While delivering alpha remains a core objective, creating value goes beyond pure investment returns.
Clients want a relationship that generates value for them, every step of the way.
We believe in solving, not selling, and in adding value beyond pure economic gain.
We invest for the long term, employing our innovative investment expertise and global resources.
Our goal is to ensure a superior experience for our clients, wherever they are based, and whatever their investment needs.
That’s why we are on a journey to turn the asset management experience into a mutually beneficial relationship:
with innovative pricing models, transparency, and customized products - we build new solutions on our clients’ terms.
INVESTING WITH CONVICTION
Clients need expertise and capabilities not only within, but across asset classes. We believe those capabilities should include choices with innovative pricing models. With the need to seek out additional sources of return becoming more pressing, active management skills are increasingly valuable today.
Changing markets and Cyclical effects
Responding to changing markets: active management skills are valuable to help identify firms with potential and avoid weaker businesses
Complex investor aspirations
Understanding cyclical effects: active investment approaches can be particularly useful at inflection points in economic cycles
Disruption and Rapidly shifting economies
Taking a long-term view: active strategies can take a longer-term view and align with the trends reshaping markets
Muted returns
Navigating disruption: active strategies seek to identify companies that will ride the wave of disruption
Operational, governance or reputation concerns
Looking for future winners: active managers have expanded strategies for identifying new asset classes and alternative sources of return
WHY Zanvik Finance Solutions
The firm’s competitive advantages include its experienced team of investment professionals, a global platform, and a unifying investment philosophy.
Our investment philosophy — the six tenets of which are risk control, consistency, market inefficiency, specialisation, bottom-up analysis and disavowal of market timing.
Our Priority
Your happiness is our priority.
If you are not completely satisfied with your Zanvik Finance Solutions account, we will do everything we can to make it right.
Our Mission
How it works;
Our mission is to help our customers maximise their money.
Whether you're new to investing or a seasoned pro, Zanvik Finance Solutions Asset Management does what is right for you and your money. Our Investment recommendations could increase returns by 1.5% compared to those of the typical investor.
Our Research
Invest in a portfolio built on Nobel Prize-winning research.
Our investment philosophy is backed by decades of research that comes to an important conclusion: Over the long term, a diversified portfolio of low-cost index funds is likely to outperform a high-cost, actively managed portfolio.
Customer centricity
Our strategic objectives reflect the shape of our business and our priorities for the future. Our primary focus is delivering for our clients and customers longterm – this means working to understand and meet their needs while building lasting partnership.
Create connections
We bring together our diverse talents, perspectives and insights and use our collective intelligence to deliver value. We remain true to our shared purpose, working as one team and with all our external partners to build better futures. To make sure we take the right actions for our business, one of our priorities is listening to our people’s views. We create opportunities for dialogue, both face to face and through the use of technology, connecting employees across the globe. They provide input to a range of strategic and operational initiative.
Responsible Investing
Zanvik Finance Solutions understands the importance of responsible investing (RI) in protecting and creating value.
We believe that a strong environmental, social and governance (ESG) approach delivers both sustainable growth within portfolio companies and enhanced returns for our investors by aligning our investments with the wider context of society at large. Zanvik Finance Solutions actively integrates ESG issues across all investment decisions.
Zanvik Finance Solutions is committed to:
- Incorporating ESG related diligence and appraisal into our investment process
- Ensuring investment teams are trained with best practice in the area of ESG
- Incorporating ESG matters into investment monitoring and policies
- Monitoring ESG performance indicators within portfolio companies
- Reporting ESG performance to investors
- Adhering to industry standards and principles
At Zanvik Finance Solutions we integrate our ESG strategy into all stages of the investment process, from origination, to deal with executive and portfolio management, through to exit. We believe that stakeholder trust must be maintained, nurtured, and grown in order to successfully generate long term growth within a business. This strategy enables Zanvik Finance Solutions to protect value leakage and create long term value by identifying ESG related risks and opportunities and managing these accordingly.
Our ongoing ESG monitoring helps evidence the value we create, challenge ESG related matters, and improve the impact our investments have on the economy, society, and the environment.
