Investment Strategy
Long-Term Capitalism
We view long-term capitalism as a series of investments in a company's key constituents. These are the groups on which companies thrive, and we believe that investing in these relationships helps to create and sustain value for shareholders over the long term.
We believe that strong relationships with key stakeholders can lead to higher productivity, more innovation, higher customer loyalty, reduced reputational and regulatory risks, and long-term wealth creation. These benefits ultimately accrue to all participants, and the research initiative on long-term capitalism is motivated by our desire to understand how companies can create lasting value for their shareholders.
The project aims to conduct data-driven research and bring together insights from a wide range of market, policy, and academic perspectives on
Insights into Long-Term Value Creation
Serving clients worldwide to help them achieve a better financial future, we are committed to meeting their unique needs. As the world transitions to new energy systems, this presents both significant investment opportunities and risks for our clients.
Investing in the Transition to a Low-Carbon Economy
At Phillip Option
We are committed to helping more and more people experience financial well-being and creating long-term value for our clients (asset owners). As over half of the assets we manage are long-term assets, we place a particular emphasis on long-term value creation and preservation.
Our responsibility is to seek the best returns and outcomes for our clients in line with their investment choices, while managing risks as effectively as possible. We recognize that the transition to a low-carbon economy has implications for macroeconomic trends and investment portfolios. We provide our clients with solutions and tools to help them achieve their investment goals.
To serve our clients, we have over 100 global sustainability and transition experts dedicated to providing tailored insights, data, and investment solutions and technology choices tailored to client needs. We undertake this work with the sole purpose of serving the best economic interests of our clients.
This is the foundation upon which we will build the world's most trusted asset management firm.
- Customer-centricity at its core, respecting their diverse preferences and uniqueness. Structural shifts associated with the low-carbon transition.
- Technological innovation, consumer and investor preferences for low-carbon products, and evolving government policies.
- Reshaping production and consumption, driving capital investment.