Active Equities

Investing to perform, engaging to transform

Putting quality first

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.

Powering positive engagement

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.

Outcome-driven investment

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.

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 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