Manager Research & Selection | Equity

The reports I read are outstanding in terms of richness of information. The information is exactly what is needed to make an informed decision

Insurer, UK

Rethinking equity manager research

Our experienced equity team works with investors around the world on active, passive and smart beta strategies for all developed and emerging markets.

Managers are assessed and scored based on what matters to the investor, such as providing diversified exposures versus retained equity managers or a close alignment of investment philosophy. The integration of environmental, social and governance (ESG) considerations has been of critical importance. All equity searches also incorporate Style Research analysis as standard, to provide an additional lens on managers’ exposures.

Case Studies

Implementation in focus

01

Global Value Equity

The client, a UK-based private pension fund, was recalibrating its approach to value investing given its view that ‘deep value’ had become too cyclical and volatile, with technological disruption and innovation across many industries increasing the prevalence of so-called value traps.

02

ESG Passive Equity

The client, a Dutch private pension fund, was reorganizing and consolidating its equity allocation, moving from a mix of active and enhanced index exposures to a fully passive equity portfolio.

03

European Equity, ESG Focus

A Pension Fund in the Benelux region sought a pan-European equity manager for a EUR 55 million mandate that spanned both EU and non-EU equity markets.

04

Global Shariah Equity

A financial institution in South East Asia was seeking to restructure its equity portfolio to improve diversification and resilience.


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