Active equities

We are active equity investors. We believe that deep fundamental research and full analysis of environmental, social and governance (ESG) issues is the most effective way to deliver long-term returns for our clients. On this page you'll learn about the key benefits of investing with us, our active equity strategies and the funds we offer.

Key Benefits

check_circle

Diverse outcomes

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

check_circle

Responsible investors

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

check_circle

Many insights from deep research

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

Our active equity funds in focus

Visit our fund centre to see all the funds we offer, or take a look at our focus funds below. Click on each fund to find out more about its objectives, past performance, and to access key literature.

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.

Related videos

 

ASI UK Income Equity Q3 2020 round up

 

ESG within UK Equities

 

Expertise behind UK equities

 

Active equities investment approach

 

A guide to Active Equities

 

UK Mid Cap Equity Fund round up video

 

Europe ex UK Equity Fund Quarterly round up video

 

Global Equity Impact Q3 2020 round up video

Risk warning
Risk warning - Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.