Rethinking equity manager research

The equity manager research team supports investors in public equities in developed and emerging markets. Coverage includes: global, regional or country-specific strategies, active or passive, style-focused (including ‘smart beta’), quantitative or discretionary/fundamental, Impact and ‘ESG thematic’, Sharia-compliant strategies and more.

In Manager Research and Selection, our equity clients bring diverse requirements. These may include integrating additional ESG considerations, strong diversification versus retained equity managers, style tilts, alignment with the in-house team’s core investment beliefs and much more.

All equity manager research engagements incorporate Style analysis as standard, to provide an additional lens on managers’ exposures.

Case Studies

Implementation in focus

01

Designing a Multi-Manager Equity Portfolio

A Canadian pension plan was seeking to improve its approach to investing in global equities. After initial review (with bfinance) revealed both known and unknown biases, priorities included: the regional segmentation of the portfolio, the proportion of passive exposure, the choice of active manageme...

02

Small Cap Equity - Global

This investor was making their first allocation to global small-cap equities and willing to consider any investment approach (systematic or discretionary) and any style, with a preference for an unconstrained investment mindset rather than benchmark-relative positioning.

03

Global Emerging Markets Equity

The client, a large government-linked investor in South East Asia, was seeking to re-structure its exposure to global emerging markets (EM) equities. With its EM equity portfolio entirely invested in passive funds, the client was looking to shift a portion of this exposure to a diversified combinati...

04

Shariah-compliant Global Equity

The client, a prominent Middle Eastern asset manager, was seeking to invest in Shariah-compliant global and broad regional equity strategies—irrespective of investment style—to play a satellite role within its newly launched global growth fund.


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