Active Equities

Investing to perform, engaging to transform

Putting quality first

We aim to deliver long-term results for our clients by identifying and investing in quality companies and future leaders. Assessing quality is the starting point. We rate every company against our strict criteria to uncover strong business models, clear competitive advantages, industry leaders and innovators.

Fundamental research, supported by our global presence and proprietary tools, aims to allow us to identify investment opportunities ahead of the broader market and deliver differentiated portfolios of best ideas to our clients.

Powering positive engagement

Environmental, social and governance (ESG) analysis and company engagement is integral to our equity process for managing risk and potentially generating positive returns. Using proprietary ESG ratings and other tools, we rate companies on ESG opportunities and risks, analysing their financial materiality.

Once invested in a company, we are active, engaged owners driving positive action. We focus on constructive dialogue to drive improvements and have clearly set milestones for measuring success.

Outcome-driven investment

Recognizing the breadth of our clients’ investment objectives, we offer a range of distinctive, differentiated equity investment solutions. Through our global extensive research presence, we provide a broad range of client-focused strategies that include Sustainability, Income and Small and Mid-Cap investment strategies.

Utilizing our deep fundamental knowledge of companies, we look to construct portfolios that are highly differentiated from the benchmark and carefully risk-managed. The result is high-conviction portfolios that aims to meet our clients’ needs, with robust risk-adjusted returns.

In focus


Emerging market equities

Invest to perform, engage to transform.

See the materials below for more information on key investment strategies.
Investment Strategy Inception Date GIPS Disclosure Factsheet/Strategy profile
Global Emerging Markets Equity Income Composite January 1, 2013
China A Share Equity May 1, 2015 Download Download
EAFE Equity January 1, 1997 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
Global Equity August 1, 1998 Download Download
US Equity Small Cap November 1, 2008 Download Download