Ardea Investment Management (Ardea IM) is a specialist fixed income investment boutique with a focus on delivering consistent alpha to clients through an investment process supported by a highly intuitive risk system.
Formed in 2008 by its four principals, Ardea IM has a long and successful track record in managing fixed income portfolios from traditional, defensive products, inflation-linked bonds, and also benchmark-unaware and objectives-based solutions.
Our high quality investment team is both stable and experienced, and is made up of individuals with varied backgrounds, capturing the balance, breadth and resources of a large investment house while retaining the investment focus and agility of a boutique.
Chief Executive Officer
Co-Chief Investment Officer
Co-Chief Investment Officer
Head of Research
Head of Client Management
Chief Operating Officer
Head of Risk and Analytics
Portfolio Management & Regional Head, UK
Investment Director
Founded in 2008, our goal was to create a business where there were no constraints to delivering investment excellence. Our boutique structure and unique investment process give us the opportunity to tailor investment solutions to suit our investors’ needs and deliver consistent outperformance in line with risk expectations.
Read our latest updates on global and Australian markets, as well as insights into fixed income investing.
Europe continues to dominate in the green bond space in 2023, with most green bonds issued either by a European name or denominated in EUR.
Ardea Investment Management has developed a specialised tool that aims to assist investors to determine optimal portfolio allocations on a three-dimensional efficient frontier. Unlike the traditional Markowitz model, which primarily considers risk and return, Ardea’s tool incorporates the additional dimension of Solvency II capital requirements.
It has been a challenging year for investors. Safe-haven assets, particularly longer dated government bonds, have suffered spectacular losses and while equity markets on average remain positive year-to-date, more recent performance has left many investors bloodied and bruised.
Since the European Union’s Sustainable Finance Disclosure Regulation (“SFDR”) came into force in March 2021, asset managers have been required to provide more information on the sustainability risks and impact of their investment products sold in the European Union.
