Institutional investment services

At Henderson Rowe, we understand that institutional investors face unique challenges in today’s complex market environment. That’s why we’ve developed sophisticated, yet accessible investment strategies that combine human insight with advanced technology to help your institution achieve its goals. Our approach has earned the trust of institutional clients who collectively entrust over £16 billion to our group’s research and strategies.

Building lasting institutional partnerships

Your trusted investment partner

We believe in building strong, collaborative relationships with our institutional clients. Our team works closely with you to understand your unique objectives, constraints, and opportunities. This partnership approach, backed by our sophisticated quantitative strategies, helps ensure your investment goals remain our primary focus.

Innovation that works for you

While we’re proud of our advanced technology platform developed with Rayliant Global Advisors, what matters most is how these capabilities benefit your institution:

  • More informed investment decisions through comprehensive data analysis
  • Proactive risk management to protect your assets
  • Timely insights to help you navigate market changes
  • Transparent reporting to keep you fully informed

Solutions tailored to your needs

Customized portfolio strategies

We understand that every institution has unique requirements. For portfolios above £3 million, our bespoke service delivers:

  • Investment strategies aligned with your specific goals and values
  • Careful portfolio construction that considers your risk tolerance
  • Regular portfolio refinement to maintain optimal positioning
  • Clear, comprehensive reporting to keep you informed

Supporting small corporate pensions

We take pride in helping small corporate pension schemes succeed through:

  • Strategic guidance tailored to your scheme’s specific needs
  • Careful balance of risk and return objectives
  • Regular updates and performance reviews
  • Expert navigation of regulatory requirements

Local pension fund expertise

Our dedicated team helps local pension funds thrive with:

  • Thoughtful asset allocation strategies
  • Robust risk management frameworks
  • Performance optimization aligned with your objectives
  • Regulatory compliance support

Supporting your investment success

Outsourced CIO partnership

Our Outsourced CIO solution provides peace of mind through:

  • Expert investment oversight
  • Strategic portfolio guidance
  • Comprehensive risk monitoring
  • Access to institutional-quality resources

Specialized expertise for your unique needs

Focus Area Our Approach Your Benefit
Commodities Active Management Enhanced portfolio stability
Cybersecurity Systematic Analysis Forward-looking protection
Renewables ESG Integration Sustainable long-term growth
Income Generation Multi-Asset Strategy Reliable income streams

Our commitment to your success

Research-driven insights

We combine the best of human expertise and technology to deliver:

  • Carefully considered investment decisions
  • Deep understanding of market behavior
  • Rigorous fundamental analysis
  • Proactive risk management

Protecting your interests

Your peace of mind is our priority. We focus on:

  • Careful monitoring of portfolio risks
  • Implementing protective strategies
  • Ensuring proper diversification
  • Maintaining alignment with your goals

Let’s discuss your needs

We’re here to help your institution succeed in achieving its investment objectives. Our team combines deep expertise with a genuine commitment to understanding and meeting your specific needs.

Connect with our institutional team to explore how we can work together to advance your investment goals through our thoughtful, technology-enhanced approach to institutional asset management.

Contact Us

If you have any questions please contact us.

                   

    Our data-driven approach, combined with the knowledge and skills of our managers, allows us to navigate the market with precision and agility. This is summarised best by our '3 Ps', the principles we work upon:

    Precision

    Precision

    Invest directly. Prioritise research. Build technology. We prioritise targeted investments, using AI* to find the best ideas from around the world.

    Protection

    Protection

    Be dynamic. Be agile. Be proactive. In markets, there’s a time to make money and a time to not lose money. We proactively take risk off the table when we believe it is necessary, helping clients sleep better at night.

    Personal

    Personal

    Combine computer power with human intuition. We aim to hire the best talent to devise creative solutions and deliver them with full transparency.

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    Talk with us

    If you’d like to learn more about our services — or if you’d like to hear our current views on the investing environment — fill out the form below to schedule a time to speak with a qualified representative.