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 Latest Thinking

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.

The Investment Process

The Investment Process

Source: SSGA. The information contained above is for illustrative purposes only.

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


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.