Active Equities
We are active equity investors. We believe that deep fundamental research, a disciplined investment process and full analysis of environmental, social and governance (ESG) issues is the most effective way to deliver long-term returns for our clients.
Key Benefits
Putting quality first
For us, actively seeking out great companies is the key to delivering strong, reliable long-term returns for investors. Through first-hand, on-the-ground research, we rate companies around the world against our rigorous quality criteria.
Our team-based, intensive process allows us to focus on our best ideas – and build portfolios that may be very different from benchmark indices and our peers.
Powering positive change
We believe equity investing has the power to help create a fairer, sustainable world. As active, engaged investors, we encourage the highest level of environmental, social and governance practice in the companies we invest in.
We work to reduce the carbon intensity of all our portfolios. And we innovate and deliver equity solutions to help investors achieve their own sustainability goals.
Always looking forward
Targeting exceptional results for our clients requires being future-facing at all times. We focus on what’s changing in companies, industries and markets but isn’t being priced in. We analyse the dynamics shaping opportunity and the corporate leaders of the future.
By connecting diverse perspectives, we seek to pursue the best and most sustainable equity solutions for our clients and the wider world.
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.