Active Equity
SECF offers two distinct Active Equity strategies designed to exploit the best of both quantitative and traditional fundamental approaches, while seeking to minimize any weaknesses of either stand-alone approach.
These strategies were built on years of experience and continuous innovative research, including non-ESG and ESG alpha factors that have been integrated when found to add value.
Equities
23,269
D&E markets
49
sectors
32
Differentiators
Innovative investment insights leveraging cutting-edge technologies and Impactful research outcomes driven by integrated team structure
Guiding Principles
SECF investment strategies are based upon these guiding principles.Capital markets are not perfectly efficient and, therefore, may present attractive investment opportunities for disciplined investors
- Innovative research that blends creativity with modern financial theory and statistical techniques can be the foundation of a successful investment process.
- A systematic approach to investing that combines intuitive, fundamental thinking with quantitative techniques.
- Attention to risk and efficient implementation may preserve capital and can potentially enhance performance results.
Long-term track record utilizing Contextual Alpha Model. Integration of proprietary ESG Alpha Factors. Risk Analytics
Dynamic Equity & Stock Selector Equity
A suite of quantitative, core, bottom-up, multi-factor Active Equity strategies that leverage a proprietary modeling approach called “Contextual” Alpha Modeling. The strategy is offered across Developed and Emerging Markets, in both large and small cap segments, with capabilities in long-only and market-neutral style implementations.
An investment approach driven by fundamental insights and implemented through a rigorous quantitative process that differentiates itself by how it leverages unique sets of data to build portfolios.