Investment committee

The Julliard Investment Committee is responsible for overseeing the firm's investment strategy and methodology. It consists of experienced professionals from Julliard together with independent experts from the financial services industry whose collective experience covers all investment asset classes.

The Committee members have been chosen based on their particular knowledge in areas such as identification, selection and monitoring of the performance of securities and specialist investment managers. The Committee meets regularly to review:

  • investments held and their corresponding performance
  • performance of portfolios against set objectives
  • consistent application of investment methodology in asset allocation and portfolio construction
  • global economic and market conditions and subsequent macroeconomic guidance for the overall portfolio management process