EQ

Equity

Our actively managed equity approaches span disciplines, geographies, industries, market capitalizations, and styles in order to meet our clients’ objectives.

Equity assets managed firmwide

USD 639 B

Equity investment professionals

281

Average years' experience

19

EQUITY OVERVIEW

In our view, thoughtful and informed active management can help our clients achieve their long-term objectives. This is the way we’ve approached equity management for over 90 years. Our equity portfolio managers are given the freedom to develop their own individual approach to investing, which is then documented and monitored by our independent product management team. The goal is to ensure that our approaches are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks. Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies on a daily basis. 

Our approaches include:

  • Country- and region-specific
  • Developed and emerging markets
  • Global
  • Risk factor
  • Sector-based and thematic
  • Technical

INDEPENDENT THINKING, SHARED RESEARCH

In an effort to deliver consistent results, we work together to understand potential investments. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities.

DEEP EQUITY RESOURCES

Diverse teams pursue independent research and investment approaches, yet every portfolio manager has open access to colleagues worldwide who specialise in various areas of the capital markets. Our investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, social and corporate governance (ESG) lenses.

All figures as of 30 June 2021

Fundamental equity strategies

Our actively managed equity approaches span disciplines, geographies, industries, market capitalizations, and styles in order to meet our clients’ objectives.

Quantitative equity strategies

We use systematic analisis to detect and exploit factors that influence equity prices

EXPLORE RELATED INSIGHTS​

Climate conundrum: Will carbon constraints affect the pursuit of other portfolio objectives?
Members of our Fundamental Factor Team share their research on the potential for trade-offs when carbon goals are integrated into outcome-oriented, factor-based portfolios.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Climate conundrum: Will carbon constraints affect the pursuit of other portfolio objectives?
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publish
Countering climate risks through collaboration
Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Countering climate risks through collaboration
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Tech WELLcovered: Experience transformed
5G, AI, and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalized for your interests. Join us on a journey to witness the past, experience the present, and transform the way you see the future of fun and the investable opportunities it creates.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Tech WELLcovered: Experience transformed
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<span>Multi-Asset Outlook — </span>With growth and policy, which matters more: Level or change?
While macro risks may be elevated somewhat, Nanette Abuhoff Jacobson and Daniel Cook still see opportunities, including in European equities and commodities. They also argue for being selective in credit while maintaining fixed income for diversification.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Multi-Asset Outlook — With growth and policy, which matters more: Level or change?
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of retirement: Aging in 2050
We explore the long-term investment trends associated with global aging through the story of Fang, a fictional Chinese retiree living in 2050.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021

FUTURE THEMES | SOCIETY

The future of retirement: Aging in 2050
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Investing in innovation: Disruption is everywhere
We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries, and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Investing in innovation: Disruption is everywhere
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Tech WELLcovered: Work reimagined
We believe today's workplace innovations are just the beginning of a multi-decade transformation. Join us on a journey to witness the past, experience the present, and reimagine how the future of work is creating investable opportunities.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Tech WELLcovered: Work reimagined
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Adapting to climate change: Investing in the resiliency imperative
As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Adapting to climate change: Investing in the resiliency imperative
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Chris Goolgasian
 CFA, CPA, CAIA
Erika Murphy
 CFA, CAIA