Active Equities

Harness a spectrum of equity opportunity – through fundamental, team based research

Read our active equities story
  • Global insight, local view

    With 120+* equity professionals on the ground around the world, we combine deep local insight with a global perspective. This unique insight helps us to make more holistic investment decisions – and create strategies to meet a wide range of investor goals.

    *As at 30 June 2021 

  • ESG engagement

    Actively engaging with companies to improve environmental, social and governance (ESG) standards is integral to our equity process and ethos. By encouraging positive change, we aim to improve outcomes both for investors and the wider world.

  • Diverse outcomes

    We carry out our own thorough, team-based research to help us find good quality opportunities. Our aim is to meet the needs of investors. Whatever their priorities – from income and growth to sustainable investing - our experience and global equity resource allow us to target a wide range of outcomes.

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. We combine information from these meetings 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 approach is all part of our responsible stewardship of our clients’ assets – helping us mitigate risks, unlock opportunities and enhance long-term returns.

See the materials below for more information on key investment strategies.

Investment Strategy Inception Date GIPS Disclosure Factsheet/Strategy profile
Asia Pacific ex. Japan Equity January 1, 1996
China A Share Equity May 1, 2015
EAFE Equity January 1, 1997
EAFE Plus Equity January 1, 1990
EAFE Plus Equity Small Cap August 1, 2012
Emerging Markets Equity January 1, 1996
Emerging Markets Small Cap Equity May 1, 2007
Frontier Markets Equity July 1, 2009
Global Equity Core January 1, 2003
Global Equity August 1, 1998
Global Focused Equity November 1, 2012
US Equity Small Cap Core November 1, 2008