Active Equities

We are active equity investors. We believe that deep fundamental research, a disciplined investment process and full analysis of environmental, social and governance (ESG) issues is the most effective way to deliver long-term returns for our clients.

Key Benefits


Responsible investors

We believe that in-depth analysis of ESG risks and opportunities, combined with active engagement with company management, enhances risk-adjusted returns.


Diverse outcomes

The scope of our research means we can offer a wide range of investment outcomes. These include those aiming to outperform, portfolios that invest to generate a strong level of income, responsible investing and smaller-companies strategies.


Many insights from deep research

Rigorous and collaborative research, shared across our global research platform, allows us to generate our best investment ideas.

Our ESG approach to equity investing

We believe that ESG factors are financially material and can impact a company’s performance – either positively or negatively. Understanding ESG risks and opportunities, alongside other financial metrics, is therefore an intrinsic part of our research process.

We actively engage with the companies in which we invest. We combine information from these meetings with the insights of our investment managers, ESG equity analysts and central ESG investment team. This comprehensive approach means we can build a richer, more holistic view of each company. It also means we can consistently evaluate one company against another.

This approach is all part of our responsible stewardship of our clients’ assets – helping us mitigate risks, unlock opportunities and enhance long-term returns.

See the materials below for more information on key investment strategies.

Investment Strategy Inception Date GIPS Disclosure Factsheet/Strategy profile
Asia Pacific ex. Japan Equity January 1, 1996
China A Share Equity May 1, 2015
EAFE Equity January 1, 1997
EAFE Plus Equity January 1, 1990
EAFE Plus Equity Small Cap August 1, 2012
Emerging Markets Equity January 1, 1996
Emerging Markets Small Cap Equity May 1, 2007
Frontier Markets Equity July 1, 2009
Global Equity Core January 1, 2003
Global Equity August 1, 1998
Global Focused Equity November 1, 2012
US Equity Small Cap Core November 1, 2008