Royal London Asset Management (RLAM) wins this year's Insurance Asset Risk award for Equity manager of the Year thanks to its Corporate Life Cycle framework, its rigorous investment process, customised technology and productivity tools, and an experienced team.
The framework is the theoretical and practical foundation of its approach and locates every company in one of its five Corporate Life Cycle categories.
Its Corporate Life Cycle specific quantitative and qualitative analysis culminates in Shareholder Wealth Creation scores and rankings on companies, the most attractive of which feed into further valuation work for portfolio candidates.
RLAM's investment process uses a robust cash-based Discounted Cash Flow model which incorporates 'Fade' analysis consistent with its Life Cycle concept and, as with its assessments of Shareholder Wealth Creation, material ESG factors are explicitly incorporated into these scenarios.