Equities
Core Equities
Built for a changing economy
Targeting both financial and environmental outcomes
Our core equity solutions were designed to materially reduce environmental impact without compromising portfolio efficiency or long-term returns.
A science-based, data-driven approach integrates sustainability directly into the investment process.
METHODOLOGY
Resource Efficiency Drives Performance
Built on a systematic, all-economy, and risk-controlled framework, our portfolios act as core equity replacements for long-term investors
Resource Efficiency
Our research shows that companies managing their resources efficiently are rewarded – creating portfolios that are more resilient to regulation, resource scarcity, and environmental costs, such as carbon pricing.
Uncorrelated Returns
We identified early on that Resource Efficiency was a return signal independent from traditional country, sector, size, and style factors.
Sustainable Outcomes
Our Core Equity Range portfolios are, on average, over 50% more resource efficient than their benchmarks, while maintaining broad exposure across the economy (as of 30 June 2026).
The Core Equity Range
Our flagship approach can be delivered across regions and tailored to individual investor requirements
Core Equity – Developed Markets
Seeking superior risk-adjusted returns by targeting the world’s most resource efficient companies
Core Equity – Emerging Markets
Uncover emerging market investment opportunities not fully recognised by the broader market
Core Equity Fossil Fuel Transition
Departing from traditional exclusions to innovatively address both the supply and demand of fossil fuels
WHY CORE EQUITIES
An investment-led alternative to low carbon indices
Reconstituting an index to exclude certain sectors may be a low-cost way to reduce carbon exposure, but it achieves little in terms of encouraging a sustainable transition, managing active risk, or targeting excess returns.
Our core equity portfolios neutralise common factor exposure and assign the active risk budget to the most resource efficient companies across the economy.
