What is quantitative investing?

Quantitative investing uses technology and modelling to perform investment analysis, identify investment opportunities, and to select what goes into, and what is left out of a portfolio.

An ongoing evolution

Investing and client requirements have changed dramatically in the past decade. Technology has advanced and, with it, the sophistication of investors. Increased use of passive approaches, lower fees and a growing focus on client outcomes means that investment needs are increasingly solutions driven. At the same time, big data and environmental, social and governance (ESG) factors are becoming ever more important to investors. Quantitative investing process can be highly adaptable to these trends, offering scalable, low-cost solutions that target outcomes and can easily incorporate new data and technologies for the benefit of clients.

Our approach

We are pioneers in quantitative equity investing, and continue to be at the cutting edge of where data, technology and investment strategy meet. We have been using advanced modelling techniques since 1985 to conduct deep, fundamental analysis of companies around the globe and continue to innovate, both in the use of new technology and data but also in the solutions we develop for our clients. We pride ourselves on being responsible investors – integrating ESG considerations, controlling risk and minimising costs. Our mission is to partner with clients to deliver sustainable, outcome oriented, investment solutions.

ESG integration

Few asset managers put ESG (environmental, social and governance) beliefs at the heart of their investment philosophy, but our commitment is such that we have integrated ESG criteria into our core investment process across all of our strategies.  We are committed to a more sustainable form of equity investing and believe that this will deliver better investment results in the long term. Find out more about Rosenberg and ESG.


KEY FIGURES - INVESTMENT STRATEGIES - ROSENBERG EQUITIES HOME - Our Rosenberg Equities key figures as at 31 12 2017

Our Rosenberg Equities key figures

  • €18bn

    of assets

  • 30+

    years in the asset management business

  • 50+

    years of data analysis

  • 52

    investment professionals with an average of

  • 20

    years' experience

  • 25

    technology experts

Source: AXA IM as at 06/30/2018

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TEXT - INVESTMENT MANAGERS - ROSENBERG EQUITIES HOME - disclaimer - This page is for informational purposes ....

This page is for informational purposes only and does not constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services and should not be considered as a solicitation or as investment, legal or tax advice. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.

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