Applied Equity Advisors is an unconstrained, flexible global manager seeking to drive excess returns with at-market risk, regardless of style or regional market leadership.

The Applied Equity Advisors team, part of our Solutions & Multi-Assets capability, systematically analyzes large amounts of market data to identify changes in key market drivers, adapting portfolio positioning as necessary. The team’s process blends quantitative factor analysis with stock specific analysis to attempt to capture excess returns at the market factor level as well as at the individual stock level. The experience and judgement of its portfolio managers serves as an overlay to both the factor model output and the final stock selection.

Portfolio Managers
Portfolio Specialist
Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.  
Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.  
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential.  
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.  

As of 2/29/2016. Team information may change from time to time.

The information on this page is solely for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.


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