Manager Research & Selection | Equity

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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

Global Emerging Markets Equity

The client, a large government-linked investor in South East Asia, was seeking to re-structure 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 combinati...

02

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.

03

Shariah-compliant Saudi Equity

The client, a Middle Eastern financial institution, was seeking managers with proven experience investing in Shariah-compliant Saudi equities, necessitating fairly strict requirements on minimum track record (>5 years) and assets under management (>USD 200 million in conventional or Shariah-complian...

04

Shariah-compliant Public Equity

The client, a large Middle Eastern financial institution, was seeking to build a Shariah-compliant global multi-asset class fund with the listed equity sleeve managed by a diversified roster of external fund managers.


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