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

US/Canada Equity, Dividend Focus

This investor sought to switch from passive strategies towards active management, with the primary driver being the inability to meet their ESG-related objectives through passive strategies.

02

Public Equity – US Large Cap Value ESG

This Canadian pension fund, which traditionally uses an internal team for conducting manager searches, had already reviewed several managers in this asset class before enlisting bfinance’s assistance.

03

Global Emerging Markets Small-Cap Equity

This client, an Australian superannuation fund, was making its first dedicated allocation to small-cap stocks in emerging markets (EM). The mandate was intended to serve as a high alpha component of the pension fund’s overall equity portfolio, hence the client’s aggressive return expectation of at l...

04

Global Small-Cap Equity

The client, an Australian superannuation fund, engaged bfinance to identify high-alpha global small-cap equity strategies to complement its existing roster of large- and all-cap managers investing globally across developed and emerging markets.


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