For people managing their own savings and investments.
For people managing savings and/or investments on behalf of someone else.
For pension schemes, insurers, charities, universities, family offices and treasurers.
Investing to perform, engaging to transform
For us, long-term performance starts by identifying quality companies – often ahead of the market.
Through fundamental, global research we rate every company under coverage against strict criteria to find strong business models, clear competitive advantages – and the leaders and innovators shaping the world.
For the sake of performance and responsible capital allocation, we rigorously assess companies on ESG (environmental, social and governance) factors.
Once invested, we are active and engaged owners, working with companies to drive positive action and setting clear milestones for change.
Clients have many different goals. To help meet them, we offer a broad range of high-conviction equity solutions.
From growth to income funds, and sustainable to small- and mid-cap strategies, we build portfolios focused on the outcomes investors need.
Invest to perform, engage to transform.
| Investment Strategy | Inception Date | GIPS Disclosure | Factsheet/Strategy profile |
|---|---|---|---|
| Global Emerging Markets Equity Income | January 1, 2013 |
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| China A Share Equity | May 1, 2015 | Download | Download |
| EAFE Plus Equity | January 1, 1990 | Download | Download |
| International Equity Small Cap | August 1, 2012 | Download | Download |
| Emerging Markets Equity | January 1, 1996 | Download | Download |
| Emerging Markets Small Cap Equity | May 1, 2007 | Download | Download |
| Emerging Markets ex-China Equity | March 1, 2022 | Download | Download |
| US Equity Small Cap | November 1, 2008 | Download | Download |
Active equities capabilities