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INVESTMENT

Investment Philosophy

The changing nature of the markets, regulatory scrutiny and increased transaction activity has led to the need for clearer and improved risk management and governance practices. Underlying this is the danger of severe reputational damage if significant events or activities are not dealt with appropriately.

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About us

Aura Solution Company Limited is an investments company. We provide investment management, investment services, Paymaster Services and wealth management that help institutions and individuals succeed in markets all over the world.

 At the end of the day, it’s not just about wealth. It’s about what your wealth can accomplish. Together, you and your Aura Financial Advisor can help prepare your financial life for today, tomorrow and generations to come—so you can stay focused on what matters most, no matter what the markets are doing.

That’s our focus as the world’s largest wealth management firm.Clients seek customized and holistic solutions. Based on our clients’ unique needs, we tailor solutions across globe.

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Leadership

The foundation of our leadership development experience is our global career progression framework, the Aura Professional. Informed by direct feedback from clients and key stakeholders, the Aura Professional is a single set of expectations across our organization that clearly identifies the attributes and behaviors our people need to help our clients solve important problems and realize new opportunities.

Our development approach emphasizes frequent, informal feedback against these principles to maximize strengths.We equip our people with proprietary tools, technologies and career coaches to help maximize the experience, save time and get ongoing visibility into their development. 

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President

In a year when economic conditions were tough, I’m proud that Aura led with our values, taking a “people first” approach - prioritising wellbeing and health while continuing to create jobs and opportunities for advancement. I’m also proud of the significant investments we have made in digitalising the Aura network and upskilling our people over the past several years. These investments have not only empowered our people to continue to deliver quality services seamlessly while working remotely, but have also enabled us to recruit and onboard over 15,000 employees across the network. Something that’s still hard for me to grasp is the idea that so many Aura professionals are yet to set foot in a Aura office. 

Investment Management

Traditional asset management firms and their related products remain under pressure due largely to continued market volatility. Asset prices remain below their peaks; traditional investment funds continue to fight the view that they are becoming commoditised and regulatory change continues. Managers need to be clear about how they are tackling these and other emerging threats and opportunities.

Risk

The changing nature of the markets, regulatory scrutiny and increased transaction activity has led to the need for clearer and improved risk management and governance practices. Underlying this is the danger of severe reputational damage if significant events or activities are not dealt with appropriately.

Restructuring

Managers can use restructuring as a route to growth. Mergers, for example, create the scale needed to distribute low-cost products or fill in product ranges with high-alpha strategies. Alternatively, there are specific opportunities for growth in lower-risk products such as bond funds, exchange traded funds and some of the simpler higher-risk products.

 

People

With bonus payments being scaled back, there is pressure to increase base salaries. HR professionals have to decide how to redefine the overall compensation offering, taking into account upwards pay pressure from employees and criticism from shareholders, regulators and the public over ‘excessive’ incentive outcomes.

Market Reporting

Funds are being challenged to improve transparency around adviser fee and distribution arrangements as well as performance. Greater standardisation is needed to ensure trust is rebuilt in the marketplace.

Regulation

Changes in regulation are affecting traditional investment managers, creating opportunities as well as challenges. Understanding emerging regulations across various borders can confer competitive advantage.

Operations

While traditional asset managers did not see a failure of operational risk management like alternative asset managers during the credit crisis, they should nonetheless review their operating models. Both regulators and tax authorities are increasing the burden of compliance.

Tax

Tax authorities across the globe are seeking investors’ identities (e.g. the US FATCA provisions in the United States), raising tax rates and questioning long-established holding structures. They are reinforcing all of this with increased audit activity. Managers must respond by improving their tax functions.

Investing with impact: Transforming your impact vision into reality

 

Overview

The belief that delivering positive societal impact means sacrificing return is shifting. Companies, investment managers, investors and civil society are increasingly considering their value and contribution to society as part of their business and investment strategies.

This is being driven by global shifts in the importance of agendas such as climate change, pollution, human rights and equality to businesses and investors. These present significant risks and opportunities for investors, whose returns are dependent on a thriving society and a thriving environment.

The private sector has a critical role to play in delivering a more sustainable and prosperous future - one aligned with the UN Sustainable Development Goals (SDGs).

In response, the interest in impact investments is growing rapidly.

 

From ESG to impact 

ESG (Environmental, Social and Governance) and impact considerations are fundamental to a more sustainable economy. Investing with impact requires a focus on both ESG and Impact.

ESG: Assesses the exposure of an investment to environmental, social and governance risks. Typically focussed on operational risks rather than products/services.

Impact: Assesses the total contribution of an investment to a more sustainable future (e.g. through the lens of the SDGs). Typically focused on products/services.

 

  • What is your impact strategy? What difference will your investments make? How do you decide what’s right for you, and communicate this clearly to your stakeholders?

  • Aura will work with you to turn your ambitions into a pragmatic approach that integrates impact considerations into the investment lifecycle and merges with existing governance arrangements.

 

  • How do you create an approach to impact assessment that is robust yet pragmatic to suit the nature of your fund?

  • Aura can help you develop and apply consistent, objective, practical approaches to impact measurement and management to inform investment decisions.

 

  • An investor’s contribution is the difference you make once you own an asset. How do you use your influence to get the most efficient impact from an asset under your ownership?

  • Aura can support you to identify and realise opportunities to enhance an asset’s net positive impact.

  • As demonstrated through our Total Impact Measurement and Management (TIMM) framework, we specialise in measuring, monetising and reporting impact to help you effectively evidence and communicate progress to key stakeholders.

 

Why choose Aura

  • Trusted advisers to impact investors: We are advising leading impact-focused investors, ranging from PE firms to investment funds and platforms, on impact strategy, measurement and reporting.

  • Deep understanding of the impact investing market: Aura UK sits on the Advisory Group of the Impact Management Project. Aura has helped transform the market for impact investing. Our involvement has given us insight and access to emerging best practice and relevant developments in the market.

  • Leaders in impact measurement and management: We have helped numerous companies understand, measure and report societal impacts using our market-leading Total Impact Measurement & Management (TIMM) approach. As technical specialists, we sit on a number of technical committees.

  • Deep knowledge in deals and responsible investment: Starting in 2008, we were at the forefront of what later became known as “responsible investment” services. To date we have worked with over 25 multinational and mid-market PE firms, and have won multiple awards from the private equity industry.

 

Advisers on the UN SDGs: We have worked with a number of organisations on publications and guidance for companies on the SDGs. We have created a diagnostic tool, the SDG Navigator, which uses data on 230 indicators, to help businesses understand what the priority SDGs are in the geographies and sectors they operate in.

 

Total Impact Measurement and Management

Are you creating value for your stakeholders? Will your business strategy have a positive or negative impact on society, the environment and the economy?

There’s a mounting need for business growth that’s inclusive, responsible and lasting. This requires a measure of business success that goes beyond financials.

Our Total Impact Measurement and Management (TIMM) framework provides a new language for decision making. Instead of relying on shareholder return alone, it incorporates and values a number of non-financial impacts. It’s a holistic view of what businesses need to understand risk, identify opportunities and maintain a positive impact on society.

We’re helping companies to recognise their overall contribution, to understand the balance between the positive and negative impacts generated across their infrastructure and supply chains. By valuing social, environmental, and economic impacts, business leaders are now able to compare the total impacts of their strategies and investment choices.

 

Social impact

Measures and values the consequences of business activities on society such as health, education and community cohesion.

 

Environmental impact

Puts a value on the impact business has an on natural capital eg. emissions to air, land and water, and the use of natural resources.

 

Tax impact

Values a business' contribution to the public finances, including taxes on profits, people, production and property, as well as environmental taxes.

 

Economic impact

Measures the effect of business activity on the economy in a given area, by measuring changes in economic growth (output or value added) and associated changes in employment.

 

Measuring and managing total impact: Strengthening business decisions for business leaders - Public sector scenario

 

How can a Local Enterprise Partnership (LEP)’s prosperity benefit the local economy and society? And is it value for money?

The LEP is running a range of programmes aimed at enhancing local economic prosperity and