Sustainable equity QI
Smart equity solutions investing in low volatility and quality factors could offer diversified, cost-effective and defensive exposure to global equity markets.
The opportunity
Factor investing seeks to identify and classify common characteristics of companies, and the historical risk and return those characteristics have delivered.
When efficiently deployed with rich data sets and sophisticated analysis, factor investing can provide investors with diversified exposure to equity markets. Individual factors offer different patterns of risk and return. This means investors can choose to target just one factor or a mix factors in a way that best matches their investment needs.
We have developed a smart equity strategy designed to help investors navigate volatile and uncertain times, while still seeking to capture some of the long-term growth associated with investing in shares of companies.
Strategy highlights
Cutting-edge approach
Equity QI data and quantitative research covers thousands of companies across global equity markets. Our approach combines cutting-edge technology with company fundamentals, proprietary data and machine learning, which we believe improves investment outcomes.
Data-driven analysis
Factors are common characteristics among stocks that have been linked to specific investment outcomes. Our Sustainable Equity QI focuses on factors that we believe may outperform the market with less risk.
Focus on sustainable returns
We use an advanced form of factor investing to seek companies with high-quality and sustainable earnings, with an emphasis on those with low share price volatility. A blend of these factors has the potential to mitigate risk while capturing potential returns.
Sustainability
Being sustainable is not just about earnings, and we also integrate environmental, social and governance (ESG) criteria into our analysis. Our strategy is designed with the aim to deliver low cost and attractive risk-adjusted long-term growth across market cycles, while targeting a better environmental footprint than its benchmark, the MSCI World index. For us, this is the definition of ’sustainable investing’.
As long-term investors, we aim to ensure our advanced factor strategies are implemented thoughtfully and efficiently, aiming to reduce risk and unnecessary costs for our investors.
Investment risks
No assurance can be given that our investment strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including but not limited to: counterparty risk, derivatives, geopolitical risk, volatility risk, and risks related to the underlying assets.
For a complete description and definition of the strategy’s generic and specific risks, please refer to the Prospectus and KID.
Investing for long-term capital growth
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Important information
BNP PARIBAS ASSET MANAGEMENT Singapore Limited, “the investment management company”, is a company incorporated in Singapore with its registered office at 20 Collyer Quay, #01-01 Collyer Quay, Singapore 049319, Company Registration No. 199308471D.
This material is issued and has been prepared by the investment management company. This advertisement has not been reviewed by the Monetary Authority of Singapore. It contains opinions and statistical data that are considered lawful and correct on the day of their publication according to the economic and financial environment at the time.
This document is produced for information purposes and does not constitute:
- an offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or;
- investment advice.
This document does not have any regard to the specific investment objectives, financial situation or particular needs of any person. Investors should consult their own professional advisors in respect of legal, accounting, domicile and tax advice prior to investing in the fund in order to make an independent determination of the suitability and consequences of an investment therein, if permitted. Investors considering subscribing for the fund should read carefully the most recent prospectus, offering document or other information material and consult the fund’s most recent financial reports before investing, as available from the investment management company or its authorized distributors. Given the economic and market risks, there can be no assurance that the fund will achieve its investment objectives. Investments in the fund are not deposits or other obligations of, or guaranteed, or insured by the investment management company or its authorized distributors or their affiliates and are subject to investment risks, including the possible loss of principal amount invested. Returns may be affected by, amongst other things, investment strategies or objectives of the fund and material market and economic conditions, including interest rates, market terms and general market conditions. Past performance of the fund or the managers, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the fund or the manager. The value of shares in the fund, and the income accruing to the shares (if any), may fall as well as rise and investors may not get back the full amount invested. Funds which are invested in emerging markets, smaller companies and derivative instruments may also involve a higher degree of risk and are usually more sensitive to price movements.
Views and opinions included in this document constitute the judgment of the investment management company and its affiliates at the time specified and may be subject to change without notice.
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