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

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 restructure 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 combinatio...

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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