Aeon Architecture
— A proven model

A proven investment model for,

sustainable, long-term income.

Our investment model is built to generate robust, sustainable, and repeatable income over the long term. Grounded in process discipline and structural alignment, our approach is designed to deliver superior risk-adjusted returns while preserving capital through varying market cycles.

We offer access to high-quality credit opportunities via stand-alone investments and customised separately managed accounts – providing investors exposure to key sectors of the real economy. Capital protection and alignment of interests are embedded in every structure we design.

Our approach

We employ a research-intensive investment process that combines macroeconomic insight with deep credit expertise. Our idea generation begins with a top-down framework – assessing macroeconomic trends, credit cycles, and sector dynamics to identify market inefficiencies and structural dislocations.

At the portfolio level, we adopt a bottom-up underwriting approach, conducting rigorous due diligence on individual credits and underlying collateral. This ensures a robust assessment of intrinsic value, risk profile, and long-term return potential.

Central to portfolio construction is our proprietary quantitative optimisation engine, which aligns asset allocation with long-term insurance liabilities. This technology integrates five key dimensions – risk, return, regulatory capital efficiency, fundamentals, and asset-liability matching alignment – to identify optimal investment frontiers.

Incorporating liability profiles, risk tolerance, and regulatory constraints, the technology supports allocation decisions at both the security and balance sheet levels.

Leveraging advanced mathematical programming, high-performance computing, and interactive data visualisation, the technology provides transparency and real-time insights, enabling dynamic scenario analysis and sensitivity testing.

Our asset allocation emphasises fixed-rate, senior-secured credit to mitigate interest rate risk associated with insurance products, reinforcing a disciplined, risk-aware approach that supports consistent, cycle-resilient returns.

Risk management

Our process integrates structural, statistical, and fundamental risk disciplines. This enables us to identify, mitigate, and structure around both systemic and idiosyncratic risks at the individual asset and portfolio levels.

Risk awareness is not an overlay – it is embedded from origination through to exit, ensuring that portfolios are resilient, capital-efficient, and aligned with long-term liabilities.

Our process

We operate with a disciplined, conservative, and risk-aware philosophy. Each investment thesis is shaped by a combination of:

• Top-down macroeconomic and sectoral insights
• Bottom-up credit and collateral analysis
• Technical market dynamics
• Robust structural and legal due diligence

This multi-layered process ensures that every investment is aligned with our core objective: to deliver consistent, risk-adjusted returns while maintaining a high standard of governance, transparency, and alignment with our investors.