Strategies & Capabilities

Active Quantitative Equity (AQE)

Human led, research tested: Only our best investment ideas survive the rigor of our analysis.


Our Active Equity Solutions


State Street Australian Equity Fund

State Street Global Equity Fund


Our Approach


Investors today are focused not just on the return potential of their portfolios, but also on the potential for excess risk and cost, so we have designed active equity solutions that aim to put investors’ primary objectives at the centre of portfolio construction. 

Our Active Equity solutions utilise a systematic stock selection process, incorporating a range of security evaluation measures, to select a portfolio of securities that is expected to produce superior risk adjusted returns compared with the cap-weighted index.


Managing Currency in Global Portfolios


To Hedge or Not to Hedge?

Investing in a global fund with Australian dollars can seem daunting given the fluctuations in value against other currencies. We manage currency risk using SSGA’s Dynamic Strategic Hedging programme (“DSH”). Rather than choosing the Fund to be unhedged or fully hedged, we adjust the hedge ratio for each currency in the portfolio according to our medium to long-term assessment of that currency’s economic value relative to the Australian dollar.


Meet the Team


Olivia Engel

Chief Investment Officer, Global AQE

Toby Warburton, CFA, Ph.D.

Co-Head of Portfolio Management, Active Quantitative Equity

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Chee Ooi

Senior Portfolio Manager, Active Quantitative Equity


Bruce Apted

Head of Portfolio Management – Australia, Active Quantitative Equity


Contact Us


For more than 30 years, research and innovation have been at the core of our efforts to deliver outperformance for our clients.

Contact your State Street Global Advisors relationship manager, or email us to learn how to invest in AQE.

Email the Team