What is Active Systematic Alpha?

A benchmark-relative investment strategy designed to outperform a given benchmark by identifying fundamentally attractive stocks.

Why consider Systematic Alpha strategies?

Our Systematic Alpha strategies provide investors seeking core equity exposure with the potential for alpha across regional, emerging and global equity markets.

Our approach to Systematic Alpha

While benchmark relative, our Systematic Alpha strategies seek attractive investment opportunities from a wider investment universe than just the benchmark and aim to hold active positions in stocks that display the characteristics we believe lead to long-term outperformance. All portfolios are well diversified and focused on identifying stocks with attractive valuations and good earnings prospects. 

Small Cap

We believe our systematic approach to investing is well suited to identify opportunities amongst smaller companies. The use of technology gives our research tremendous breadth and depth, which is a particular advantage when investing in smaller companies: we currently cover an investment universe of more than 12,000 Small Cap stocks. As such, we are able to capture investment opportunities others may overlook and can build well-diversified exposure to undervalued smaller companies across both developed and emerging markets globally.

Large Cap

Rosenberg Equities has been managing Large Cap strategies since 1985, starting in the US before expanding globally. We use advanced modelling techniques to identify investment opportunities across 8,000 of the world’s largest companies, providing core exposure to both developed and emerging markets with a modest value tilt.   

Enhanced Index

Our Enhanced Index strategies are low tracking error strategies which seek to deliver benchmark-like portfolios yet retain the ability to generate modest excess returns. Aimed at investors looking for a low-cost exposure to equities with low active risk, the strategy combines the benefits of passive investing with the best of active investing.

Not for Retail distribution: This document is intended exclusively for Professional, Institutional, Qualified or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly.
This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment.  Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. 
Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 7 Newgate Street, London EC1A 7NX.
In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.