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.

Our ESG approach to equity investing

We believe that ESG factors are financially material and can impact a company’s performance – either positively or negatively. Understanding ESG risks and opportunities, alongside other financial metrics, is therefore an intrinsic part of our research process.

We actively engage with the companies in which we invest with a top down Portfolio Construction Committee assessment of ESG risks by country. We screen out pipeline opportunities that do not fit with our ESG focus and objective and combine this with the insights of our investment managers, ESG equity analysts and central ESG investment team. This comprehensive approach means we can build a richer, more holistic view of each company. It also means we can consistently evaluate one company against another.

This is all part of our responsible stewardship of our clients’ assets – helping us mitigate risks, unlock opportunities and enhance potential long-term returns.

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Sustainable investing

What we invest in today will determine the world we live in tomorrow.

In Focus

Emerging market

Invest to perform, engage to transform

China A shares

The onshore equity market of the world’s second largest economy is deep and liquid. It is also dominated by sentiment-driven retail investors.

Small-cap equity

Smaller companies represent a big opportunity for investors. They make up too much of the global investment universe to ignore, and these nimble and often niche companies are worth noticing.

Funds in focus

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Institutional Class

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Institutional Class

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Institutional Class
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Key Documents

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Active equities capabilities