CHARLES TAYLOR INVESTMENT MANAGEMENT

Providing a specialist end‑to‑end outsourced investment management service to insurance clients

Investment management services cover top-down asset allocation, ﬁxed income, equity and alternatives investing, in a multi currency environment.

Charles Taylor Investment Management (CTIM)

Charles Taylor Investment Management manages in excess of US$2 billion, principally on behalf of insurance businesses, including the mutual insurers managed by the Charles Taylor Group.

We have extensive expertise in top-down asset allocation, ﬁxed income, equity and alternatives investing, in a multi-currency environment.

We offer extensive experience in liability managed investment strategies, managing or advising pension funds, and insurance company portfolios, utilising a team of highly experienced investment professionals.

UK Stewardship Code

Market Soundings

Pillar III Disclosure reports

Investment approach and process

We are research driven and employ a judgemental and adaptive approach, recognising that relationships and correlations within ﬁnancial markets ﬂuctuate through time, hence portfolios need to constantly adapt to such changes.

Our bias to income and value will utilise higher dividend equities, non-sovereign ﬁxed income, emerging markets and exposure to alternative assets such as private debt, infrastructure and real estate.

In order to achieve investment goals, we begin by setting appropriate long-term strategic objectives. We create a benchmark appropriate to the client’s liabilities, return objectives and risk appetite. We then take tactical investment positions reﬂecting top-down market views and bottom-up market opportunities. Finally, we ensure the portfolio is balanced – a collection of good ideas and opportunities, which, when aggregated, form a coherent set of investments.

Outsourced Chief Investment Oﬃcer

Charles Taylor Investment Management and Russell Investments have joined forces to launch an ‘Outsourced Chief Investment Oﬃcer’ service for insurance companies. The service provides insurers with access to world-class asset management, delivered by a provider with an intimate knowledge of the investment strategy, reserving and regulatory requirements of the insurance market.

Insurers using the service will beneﬁt from relationship management, insurance-focused investment advice and investment reporting from Charles Taylor. This is designed to ensure that each insurer receives portfolio management which is fully aligned with their liquidity, reserving and regulatory capital requirements.

Russell Investments provides global investment expertise, deep investment management resources and access to essential data and analysis.

Asset liability matching

We manage an asset-liability matched mandate on behalf of our US client, Signal Mutual Indemnity Association Ltd, the largest provider of longshore workers' compensation insurance to the US maritime industry.

Using a combination of conventional and inﬂation-linked investments to cover liabilities stretching beyond 40 years in duration, the scheme operates within speciﬁed tolerances as deﬁned in Signal’s investment guidelines.

In addition to focusing on returns, we pay careful attention to ensuring that any taxable proﬁts are taken at times that are in harmony with the overall management of the mutual insurance company.

CTIM sustainable investment policy

At Charles Taylor Investment Management, we believe that incorporating Environmental, Social and Governance (ESG) factors into our research and analysis leads to better investment decisions and risk-adjusted returns.

As signatories to the United Nations Principles for Responsible Investment (UNPRI), we commit to the following six principles:

To incorporate ESG issues into investment analysis and decision-making processes
To be an active owner and to incorporate ESG issues into our ownership policies and practices
To seek appropriate disclosure on ESG issues by the entities in which we invest
To promote acceptance and implementation of the Principles within the investment industry
To work with the PRI Secretariat and other signatories to enhance their effectiveness in implementing the Principles
To report on our activities and progress towards implementing the Principles.

Regulatory disclosures

Charles Taylor Investment Management Company Limited (CTIM) is a registered entity in England and Wales (No. 02597752). CTIM is authorised and regulated by the Financial Conduct Authority. FRN: 148462 CTIM is required to comply with both European and UK governance and law. For the most up-to-date compliance related reports, disclosure documents and key information please continue to review this section of the website.

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Disclaimer: The information contained in this website does not constitute an offer of, or an invitation to apply for securities in any jurisdiction where such an offer or invitation is unlawful, or in which the person making such an offer is not qualiﬁed to do so. We accept no responsibility for the content of any external websites.

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