Our Credentials

SUMMA Limited delivers expertise derived from over three decades of

institutional investment management experience

 

Managing assets for over fifty client Funds

 

Leading investment policy at four sovereign wealth funds

 

Advising the founders and boards of multiple investment boutiques

 

Consulting on diverse, global projects in the institutional investment field

 

Providing expert testimony as a practising member of The Academy of Experts

 

And conducting doctoral level research into institutional investment governance

 

   Know-how from having managed over fifty client funds...

In the course of a career spanning several decades, our CEO has managed significant corporate pension fund and endowment assets on behalf of all these clients

 

Mandates have extended from active and passive equity and bond management to complex tactical allocation overlays involving derivative instruments

 

Many of these remits broke new ground

 

For instance, employing traded options to make the largest protective stock substitution trades ever seen in the London market in the weeks pror to the 1987 Crash

 

Or freeing up assets in closed pension schemes for long term investment by maintaining a dedicated bond 'buffer' to cover all cash liabilities with certainty

 

What these and other pioneering achievements have in common is the agility to harness technology to realise the promise of finance theory

   ...And as senior adviser to four Sovereign Wealth Funds

Precisely the same attributes are required to manage assets for the largest self-administered investors - the world's biggest sovereign wealth funds

 

There is just one client but often many hundreds of diverse internally and externally managed portfolios and other relationships across the globe

 

And the organisational challenge is the same as the asset allocation challenge: to make the whole worth more than the sum of its parts

 

Virtuosity is not enough.  It takes vision and a deliberate, joined-up approach.

 

And a redefinition of governance