Equity Research, Strategy & Implementation
Led by an equity analyst overseeing strategy and implementation for small family firms and charitable investment trusts – practical, defensible equity decisions you can implement with confidence.
Breadth of Coverage
We cover the full spectrum of listed equities, tailoring research to client needs:
- Global, regional, and country-specific markets.
- Active, passive, enhanced index, and quantitative approaches.
- Styles: growth, value, quality, multi-factor, low-volatility.
- Special mandates: impact, ESG, carbon-aware, Shariah-compliant, thematic strategies.
| Focus | What You Get |
|---|---|
| Balanced Exposure | Deep intelligence across segments to keep allocations forward-looking. |
| Mandate Fit | Coverage customised to family governance or charity policy. |
Rigorous Manager Research
Our equity specialists run over $110bn in manager searches across 250+ clients in 30+ countries.
We act as an extension of your team, focusing on what truly drives performance:
- Diversification and style balance.
- Risk/return alignment with your objectives.
- ESG integration, impact goals and product innovation.
The process is highly customised, backed by a dedicated ESG advisory unit to assess portfolio carbon footprints, impact alignment and sustainability credentials.
| Lever | Outcome |
|---|---|
| Style Balance | Reduced concentration risk and smoother cycle behaviour. |
| Due Diligence | Evidence on process, people and performance persistence. |
Improving Portfolios
Beyond picking managers, we help elevate your entire equity allocation:
- Integrating equities into your Strategic Asset Allocation (SAA) and overall portfolio design.
- Combining top-down theory with bottom-up implementation guidance.
- Live industry insight to negotiate fees and track performance drivers.
- Continuous monitoring so you stay ahead of market and manager developments.
Why it matters: you get actionable strategies that improve long-term resilience and opportunity capture.
| Step | What We Do |
|---|---|
| Design | Translate objectives into mandate design and portfolio structure. |
| Execute | Manager shortlists, transition planning and fee negotiations. |
| Monitor | Ongoing oversight with pre-set trigger points and refresh cycles. |
ESG & Thematic Innovation
We place sustainability and innovation at the heart of equity research:
- Impact equities and biodiversity strategies.
- ESG thematic products (for example climate transition, carbon reduction).
- Helping investors drive new product development in the market.
Why it matters: access strategies that are financially sound and aligned with long-term global transitions.
| Theme | Client Benefit |
|---|---|
| Transition | Exposure to structural decarbonisation trends. |
| Impact | Measurable outcomes alongside competitive returns. |
Client Experience
Our process is praised for depth, transparency and client-first delivery. We work as a partner, not just a provider, ensuring you remain in control while benefiting from our expertise.