Governed Portfolios

We believe that diversification can help deliver more consistent performance and better outcomes for your clients. So most of the Governed Portfolios invest in a broad mix of asset classes, including:

• UK, US, global and emerging market equities
• Government and corporate bonds
• Bricks-and-mortar property
• Commodities
• Cash-type investments.

We also offer a predominantly equity-focused Governed Portfolio.

More about our diversification approach

Good governance is fundamental to our approach. We believe it’s key to delivering consistently good outcomes for investors, and essential in providing confidence for your clients.

Our Investment Advisory Committee (IAC) oversees the design of the Governed Portfolios and reviews this on an ongoing basis, to make sure each portfolio continues to meet its objectives. The committee meets quarterly to review and monitor the strategic asset allocation and tactical position of each risk-graded portfolio.

Our approach to governance

The Multi Asset team at Royal London Asset Management which runs the Governed Portfolios monitors what's happening in the economy and markets, and will adjust asset allocations where necessary.

A key element in the active management of the portfolios is the Investment Clock. This is used by the Multi Asset team to guide the tactical asset allocation strategy. The clock shows where we are in the global business cycle, predicting where we're heading in terms of growth and inflation. So you have the reassurance that we're taking steps to make sure your clients' money is being invested in the right asset class, at the right time.

More about our active approach

A responsible investment approach is a key part of our overall investment strategy for the Governed Portfolios and comes at no extra cost.

Our approach focuses on the following areas:

Engagement

Taking money out of or excluding companies that don't meet certain criteria around environmental, social and governance (ESG) issues may seem simple. However, this would mean we're unable to take positive action to influence change. We believe in engaging with the companies we invest in on your clients' behalf to support them in improving their corporate behaviour and to encourage positive change.

Voting

We use our voting rights on a range of issues,including corporate governance, impact on climate change, board appointments, changes to a company's structure, pay and compensation, and mergers and acquisitions.

ESG integration

We expect all our asset managers to consider ESG factors - both risks and opportunities - in their investment decision-making process.

Collaboration

We collaborate with policymakers, the companies we invest in on your clients' behalf, industry groups and other stakeholders on key issues such as climate change to support meaningful regulatory and industry change.

More about responsible investment

It’s our job to work with you to understand your clients’ needs, and to develop products and services that will make a positive difference to their lives and futures.

Our success depends on yours, and we’re committed to fully supporting your business where we can. This includes sharing important information which can help you and your clients make informed decisions and plan for successful outcomes.

Explore some of our support material:

Market outlooks

Adviser guide to multi asset investing (PDF)

Client guide to Governed Portfolios (PDF)

Governed Range performance statistics (PDF)

Our latest investment insights

Get the latest news and views from our investment experts, as well as tactical asset allocation updates on the Governed Portfolios.

See our latest investment insights