Active equities
A selection of our core strategies
A selection of our core strategies
China
Benchmark
MSCI All China index
Objective
The All China Equity strategy is a concentrated equity portfolio, built with a distinctive investment philosophy that focuses on intrinsic value. Our goal is to provide access to the Chinese equity market, both onshore and offshore, in a sustainable and risk-controlled manner. The strategy invests for the long term.
Benchmark
MSCI China A (net)
Objective
The China A Equity strategy is a pure equity portfolio, investing mainly in China A-shares, built with a distinctive investment philosophy that focuses on intrinsic value. Our goal is to provide access to the Chinese A-share equity market in a sustainable and risk-controlled manner. The strategy invests for the long term.
Benchmark
MSCI China (r)
Objective
The China Equity Opportunity strategy is a pure equity portfolio, built with a distinctive investment philosophy that focuses on intrinsic value. Our goal is to provide access to the Chinese equity market in a sustainable and risk-controlled manner. The strategy invests for the long term.
Emerging Markets
Benchmark
Custom EME Benchmark
Objective
The Emerging Markets Equity strategy seeks to outperform the custom EME benchmark by 500 basis points (gross of fees) on an annualized basis, with active risk of up to 12 percent over a full market cycle, typically three to five years.
Benchmark
MSCI Emerging Markets (net) (in USD)
Objective
The Emerging Markets Equity HALO strategy seeks to outperform the MSCI Emerging Markets benchmark by 500 basis points (gross of fees) on an annualized basis, with active risk of up to 12 percent over a full market cycle, typically three to five years.
Global
Benchmark
MSCI World Index (unhedged)
Objective
The Global Equity strategy seeks to outperform the MSCI World Index (unhedged) with similar risk.
Benchmark
MSCI World Free ex USA (netUS)
Objective
The Global Equity Ex-US strategy seeks to outperform the MSCI World ex-USA Index (unhedged) with similar risk.
Benchmark
MSCI World
Objective
The concentrated strategy is built from the bottom up and is unconstrained by the benchmark. Focus is on high active share with an integrated ESG approach.
Benchmark
MSCI World (N)
Objective
The Global Sustainable Equity strategy seeks to provide value-added investment results over the MSCI World Index by investing in attractively valued companies with strong fundamental valuation, as well as a long-term sustainable business model. The strategy is actively positioned to benefit from themes such as water and energy conservation, demographics and other important trends. In short, we believe that combining a traditional valuation discipline with sustainability analysis enhances the possibilities for value-added returns.
Benchmark
MSCI World Free ex-US
Objective
The Global Sustainable (ex-US) Equity strategy seeks to provide value-added investment results over the MSCI World Ex-US Index by investing in attractively valued companies with strong fundamental valuation, as well as a long-term sustainable business model. The strategy is actively positioned to benefit from themes such as water and energy conservation, demographics and other important trends. In short, we believe that combining a traditional valuation discipline with sustainability analysis enhances the possibilities for value-added returns.
Benchmark
MSCI All Country World
Objective
We seek to deliver positive returns along with investing in a portfolio of companies that pursue net positive impact. The benefits companies provide through their products and services should. outweigh the negative risks embedded in their business model.
US
Benchmark
Russell 1000
Objective
The objective of the US Equity Large Cap strategy is to seek to outperform the Russell 1000 Index by 200 to 250 basis points (gross of fees) on an annualized basis, with similar risk. The portfolio is diversified across a range of large- and mid-capitalization stocks within the US equity market.
Benchmark
Russell 1000 Growth Index
Objective
The US Equity Large Cap Select Growth strategy seeks to outperform the Russell 1000 Growth Index by 300 basis points over a full market cycle (gross of fees), typically three to five years, with similar risk. The portfolio is diversified across securities with market capitalizations equal to or greater than USD 2.5 billion, or which are included in the benchmark.
Benchmark
Russell 200 Growth
Objective
The US Equity Small Cap Growth (US Domiciled strategy seeks to outperform the Russell 2000 Growth Index by 300 basis points per annum over a full market cycle (gross of fees) with similar risk. The portfolio is diversified across securities with market capitalizations below USD 4 billion at time of purchase.
Benchmark
S&P 500 Index
Objective
The US Sustainable Equity strategy seeks to provide value-added investment results over the S&P 500 Index by investing in attractively valued companies with strong fundamental valuation, as well as a long-term sustainable business model. The strategy is actively positioned to benefit from themes such as water and energy conservation, demographics and other important trends. In short, we believe that combining a traditional valuation discipline with sustainability analysis enhances the possibilities for value-added returns.
Equity strategies are primarily subject to all the investment risks associated with stocks. Stocks have shown greater growth potential than other types of securities, but they have also shown greater volatility and risk of loss. Strategies that focus on small- or mid-cap stocks are generally more volatile and subject to greater risk. Strategies that invest in foreign or emerging markets are subject to special risks that are not normally associated with domestic investment, including possible adverse currency fluctuations and political, social and economic risks. There can be no assurance that any strategy will achieve its objective.
