Systematic Equity Tailored equity solutions across the risk spectrum

From indexing to active, we combine decades of systematic investing experience with a commitment to achieving clients' distinct objectives through close partnership. We pursue purposeful innovation with precision and intent, driven by a singular goal: delivering meaningful, enduring value to our clients.

Our expertise

As one of the industry's pioneers in systematic investing, our experienced team continues to drive innovation today.

$4.25T

Assets under management ¹

800

Strategies across the risk spectrum ¹

20 Yrs

Average experience of portfolio managers and researchers ¹

Our investment principles

Lead with research

Rigorous research, complemented by practical implementation insights, should power all
aspects of the investment process.

Preserve wealth

A thoughtful approach to portfolio construction and implementation aims to
preserve wealth, as well as control for risks and costs.

Minimize unrewarded risk

Our strategy design choices and integration of human insight, technology, and
robust governance practices in our investment process seek to reduce the risks
that don’t pay and ensure scalability.

Understand multiple dimensions

Creating successful investment outcomes starts with understanding a client’s unique
requirements and long-term objectives, and then tailoring equity solutions accordingly.

Capabilities designed around client needs

Factor Solutions

Providing systematic exposure to well-established sources of return through thoughtfully designed factor solutions
Expertly designed for precise exposure management
Flexible implementation across objectives, benchmarks, and investment constraints

Active systematic investing

Research-driven, systematically implemented, and focused on making every unit of active risk as productive as possible
Combining investment intuition, rigorous research, and systematic implementation
Built on the belief that market inefficiencies can be identified and consistently captured

Capitalization-weighted indexing

Leverages our scale and internal liquidity to help reduce transaction costs and market impact
Combines disciplined portfolio construction, global trading, and integrated risk management to track the target index closely
Offers flexible implementation across standard and customized exposures, including sustainability screens, factor tilts, and tax-aware requirements