Active equities

We offer a broad range of equity strategies across the style spectrum and with varying return and risk objectives, all developed to meet our clients' needs. Country, regional and global strategies are available to retail/wholesale and institutional clients worldwide.

Clients can select from this broad array of equity strategies to arrive at the solution that best meets their investment goals and style preferences.

Investment strategies

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.

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.

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 World Index (unhedged)

Objective

The Global Equity strategy seeks to outperform the MSCI World 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 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 (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 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.

Benchmark

UBS Greater China Index (comb)

Objective

The Greater China Equity 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, with a focus in Hong Kong, Taiwan and offshore-listed China equities.

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.

If you would like further information please get in touch.

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