HRIS' equity & bond exposures: Key takeaways for advisers

We recently completed our 2025 strategy review. Here's a reminder of our investment philosophy, alongside some of the key aims and characteristics of the equity and bond exposures in our portfolios.

Daniel Kowalewicz

07 Jul 2025

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We recently completed our 2025 strategy review (with portfolio changes coming into effect at the end of June). Following this review, we thought it was an opportune time to provide a reminder of our investment philosophy, alongside some of the key aims and characteristics of the equity and bond exposures in our portfolios.

If you have any questions or would like to find out more, please get in touch.