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Investment Strategies

Equities

Invest in a variety of industries, regions and countries, or invest according to a theme or sector.

Equities in Numbers

30+ years
in asset management
€523 bn
of equity assets1
6   major centres
with teams in financial hubs worldwide

Our Approach

With over 30 years' experience, we're able to offer clients a broad range of equity investing portfolios - from global to regional and single country, to thematic and sector-based strategies.

Two styles of investing

We use two investing styles to deliver results for our clients: Systematic and Fundamental.

Our Systematic investing style is informed by our proprietary insights into thousands of companies2. We use leading-edge analytics supported by machine learning, and quantitative investing techniques to make data-driven decisions. Our systematic style is managed by our Rosenberg Equities team.

Our Fundamental investing style relies on the judgmental views of our managers. We enable them to make investment decisions based on their convictions and build relationships with company management. They're supported by rigorous, proprietary research and detailed risk assessment. Our fundamental style is managed by our Framlington Equities team.

  • [2] Source: Rosenberg Equities has fundamental data for, and is actively valuing, over 20,000 companies. This figure varies depending on the overall number of companies that are in existence and listed at any point in time.

Responsible investing

We've weathered economic ups and downs with our clients for decades, all while keeping responsible investing at the heart of our business. Today, our Responsible Investing team works with portfolio managers to integrate environmental, social and governance (ESG) factors into our investment strategies.

Active and long term

We actively invest for clients, informed by a combination of in-depth company analysis and deep macroeconomic knowledge. We use technology and modelling to perform investment analysis, identify opportunities and decide what should go into our portfolios.

Making investing easier

We want to make it easier for clients to reach their financial goals. That's why we offer a broad and diverse range of opportunities across different markets and regions. We support our clients by keeping our investment processes transparent and sharing the latest news and insights, so they can explore new opportunities.

Global equity portfolio managers have a very large universe of investments to choose from. This gives them the opportunity to and manage risk by mixing a wide variety of stocks, from different sectors, across a diversified portfolio.

We have decades of experience investing for clients across different sectors, geographies, and economic climates - and we can offer diversification via a range of strategies.

Invest in a specific geography, whether that's a continent like Asia, a region like emerging markets, or even a single country.

We have over 30 years’ experience in global equity investing. We combine in-depth, bottom-up research and a rigorous schedule of company meetings with a strong, top-down understanding of the broader macroeconomic drivers at work. 

Our team uses local market and regional expertise to explore investment opportunities all over the world. From the biggest global economy and largest equity market in the US, to exciting opportunities in Europe, the UK's FTSE 100, and future economic powerhouses in Asia and emerging markets.

Evolving trends is about identifying companies and sectors that are tapping into multi-decade demographic and technological changes, regardless of their region or sector.

Thematic investing – also called trend investing or mega-trend investing – is a broad term used to describe investment approaches which focus on certain economic, corporate, social, or technological themes.

In today’s highly disruptive world, these approaches are typically focussed around the two main drivers of long-term corporate behaviour – demographic shifts and technological changes. 

We provide strategies for thematic and sector investing that address the key themes that we believe will offer the best opportunities for long-term structural growth for equity investors.

EVOLVING ECONOMY

What is the Evolving Economy?

Discover the five themes that we believe will shape the way companies operate in future

Find out more

Enhanced Index

Enhanced-index strategies can be a risk-aware and cost-effective way to achieve market-like risk with the potential to generate modest excess returns.

Why consider enhanced index strategies?

Enhanced-indexing combines the perks of both passive investing and active management. Passive investing tends to involve aiming to match the returns of a market index by replicating its components. This means accepting the all the ups and downs of the index but is usually more cost-effective due to lower management fees. Whereas active management uses the knowledge and skills of a manager or team to know when to buy, hold, or sell in an effort to outperform the market. Investors tend to pay a higher management fee for these skills in the hope of achieving a better return than the market index.

In enhanced-index strategies, managers don't tend to deviate significantly from a market index (a way to track the performance of a group of assets in a standardized way), which can result in lower management fees. But managers also have the freedom to deviate from underlying indexes to boost returns, minimise transaction costs, and maximise tax efficiency.

Enhanced index strategies are aimed at investors looking for a cost-effective exposure to equities with low active risk (the kind that occurs from a manager actively trying to outperform a benchmark).

Our approach to enhanced indexing

We manage enhanced index strategies both globally and regionally for our clients. Using our multi-factor investment insights, we build portfolios with close reference to the benchmark with the aim of delivering returns modestly above the benchmark return, for a similar level of risk.

We only invest in stocks from the benchmark. Stocks of the largest companies will be held in a similar proportion to their weighting in the benchmark. Stocks of smaller companies can be held in more materially different proportions to their benchmark weight with the aim of generating a return above the benchmark return.

Risk Warning

Investment in Equities involves risks including the loss of capital and some specific risks such as counterparty risk, derivatives risks linked to method and model, liquidity risk, stock lending, geopolitical risk and volatility risk.

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    Disclaimer

    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.

    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    All investment involves risk , including the loss of capital. The value of investments .and the income from them can fluctuate and investors may not get back the amount originally invested.

    * Rosenberg Equities has fundamental data for, and is actively valuing, over 20,000 companies. This figure varies depending on the overall number of companies that are in existence and listed at any point in time. Assets under management (“AUM”) as presented above includes assets that Rosenberg Equities manages on either a discretionary or non-discretionary basis, regardless of whether Rosenberg Equities is ultimately responsible for trading the assets. Of the AUM presented above, $22m represent non-discretionary assets for which Rosenberg Equities does not have trading authority.

    Risk Warning

    The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.