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A Tool for Managing Risk, Return, and SII 

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.

The Case For Relative Value Remains Strong

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. 

Article 8, Promoting Environment & Social Characteristics

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.

Market Musings: The Tipping Point?

March was eventful in markets. The collapse of SVB, forced merger between Credit Suisse and UBS and pressure on other banks was a major shock for investors.