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You are leaving SSGA.com
The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. The products and services discussed at this site may not be appropriate for sale or use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you. All persons and entities that access this site do so on their own initiative and are responsible for compliance with applicable local laws and regulations.
You are leaving SSGA.com
The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. The products and services discussed at this site may not be appropriate for sale or use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you. All persons and entities that access this site do so on their own initiative and are responsible for compliance with applicable local laws and regulations.
Strategies & Capabilities
Active Quantitative Equity (AQE)
Human led, research tested: Only our best investment ideas survive the rigor of our analysis.
Our Latest Thinking
AQE Strategies
How can our capabilities help solve your investment problems?
78% of our Active Quantitative Equity strategies beat their benchmarks over a five-year horizon.*
Searching The World For Alpha
How does the AQE team convert their investment intuitions into an insight worthy of a place in their stock-selection model?
Meet the Team
Olivia Engel
Chief Investment Officer, Global AQE
"Many people think equity investing is all about finding companies that offer the best returns. We’re focused on the best way to form equity portfolios to deliver the best risk-adjusted returns, in line with the investor’s specific return and risk objectives. Our experience is in applying our investment knowledge across as many companies as possible in a highly objective way."
Gaurav Mallik
Chief Portfolio Strategist; global head of the equity-portfolio strategist team
"Quantitative approaches are relevant to investors who are interested in taking full advantage of the potential of very rich, very diverse universes of companies, such as emerging-markets (EM) small cap. Arguably some of the most attractive companies in emerging markets sit in the small-cap category. In addition, equity returns for EM small-cap firms have historically been less volatile compared with EM large-cap, because the small cap category is more diversified. A quantitative approach can give investors access to some of the smallest-cap companies in the category, expanding the universe of potential investments, which we believe improves our ability to generate risk-adjusted returns."
Chee Ooi
Managing Director of State Street Global Advisors and a senior portfolio manager for the AQE team
"Markets are inherently inefficient, and we’re able to go wherever we believe we can take advantage of those inefficiencies. In our Global Defensive Equity strategy, for example, we don’t start off by limiting ourselves to a low-volatility, defensive universe, and then seek to pick the best stocks within that limited universe. In our mind, that’s not optimal. We’d rather consider investment opportunities across the entire universe so that no stone is left unturned."
Kishore Karunakaran
Global Head of Portfolio Strategy, AQE
"Confucius said that real knowledge is knowing the extent of one’s ignorance. 'Ignorance' is a strong word, but in our world of investing or active money management, there is an enormous amount of uncertainty where investors can be wrong a lot. For us in AQE, it’s about working to stack the odds in our favor, so that when we are wrong, we are wrong a little less often."
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.
*As of 12/31/2018, 78 out of 100 strategies outperformed on a gross-of-fees basis over a five-year horizon. Strategies did not outperform for all periods. Past performance is not a guarantee of future results.