Acadian Global Equity Fund
This strategy aims to deliver superior long-term returns by actively investing in a diversified portfolio of global companies whilst promoting sustainable characteristics including a Net Zero inspired decarbonisation target (For Wholesale Investors Only)
The Acadian Global Equity Fund offers investors the opportunity to invest in a globally diversified portfolio that aligns with sustainable values.
By focusing on companies with strong environmental, social, and governance (ESG) practices, the fund aims to deliver competitive long-term returns while contributing to a more sustainable future.
With a rigorous investment process that incorporates ESG factors alongside traditional financial analysis, the fund seeks to identify companies that are well-positioned for long-term growth while also making a positive impact on the world.
This strategy aims to deliver superior long-term returns by actively investing in a diversified portfolio of global companies whilst promoting sustainable characteristics including a Net Zero inspired decarbonisation target.
Objective
To maximise risk-adjusted, long term active returns from a diversified portfolio of global securities while actively incorporating a range of Environmental, Social and Governance (ESG) investment criteria and reducing exposure to carbon intensive companies relative to the benchmark. The fund aims to outperform the MSCI World (ex Australia) Index over rolling four-year periods before fees and taxes.
Strategy
Acadian utilises a systematic multi-factor investment approach, while integrating a range of ESG criteria, to select stocks. This includes having no exposure to stocks that derive any revenue from the production or manufacturing of tobacco and controversial weapons (including the manufacture, delivery or provision of critical components of cluster munitions, landmines, biological & chemical weapons, blinding laser weapons, depleted uranium weapons, incendiary/white phosphorus weapons, non-detectable fragments weapons or nuclear weapons); or more than 10% of gross revenue1 from the production or manufacture of products in alcohol, gambling and adult entertainment; derive more than 20% of gross revenue1 from thermal coal mining or extraction of unconventional oil & gas (such as oil sands, shale oil, shale gas and tar sands); and stocks considered to have business practices that violate the UN Global Compact (as assessed by a third party provider, MSCI), for example those involved in very severe ESG controversies such as human rights abuses or corruption (e.g. extortion or bribery). Acadian will target a reduction in weighted average carbon intensity (WACI) of the portfolio relative to the MSCI World ex Australia index of at least 20%. The fund will also target a positive (at least 10% above the index)rating to companies providing environmental solutions such as clean technologies and renewable energy (as assessed by a third party provider, MSCI). The fund does not hedge currency risk.
Investment Universe
40,000+ stocks in developed and emerging markets (includes ex-index stocks to maximise the opportunity set).
Return Forecast
Daily analysis at stock-specific, peer group, and macro level results in objective risk and return forecast
Portfolio Construction & Trading
Forecasts enter proprietary portfolio optimisation system, weighing expected return against risk, liquidity and T-costs
1 As supplied by MSCI. Revenue is the latest available year percent of revenue, or maximum estimated percent, a company has derived from the stated activity. MSCI uses total or gross revenue. However, in absence of such, MSCI considers net sales or operating revenue as reported by the company in its financial statements for the purpose of revenue estimations. When companies do not report exact revenue figures for a covered business activity, MSCI provides an estimate of companies’ involvement in the subject activity. Revenue estimates do not cover indirect involvement to a business activity, either through a parent company or subsidiary.
- Top-performing companies display many qualities. Their success is multi-faceted and cannot be attributed to any single factor. Acadian’s systematic process incorporates over 70 predictive factors including a range of ESG signals.
- Active management can exploit market inefficiencies such as undervalued companies, arising from changing market conditions and behavioural errors.
- Using technology, including AI and machine learning, financial data can be collected, analysed and monitored with greater efficiency across a broader investment universe. A disciplined approach also avoids qualitative bias and subjective inputs.
- Systematic strategies cover a broader and deeper investment universe, therefore, portfolios can be customised to exclude certain companies, with minimal impact on a portfolio’s risk and return profile.
Click here to view our latest Fund Performance.
Acadian LLC is a Boston based investment adviser registered with the United States Securities and Exchange Commission. Acadian LLC has four wholly-owned investment advisory affiliates. Acadian Asset Management (Singapore) Pte Ltd is located in Singapore and is registered with the Monetary Authority of Singapore. Acadian Asset Management (Japan) is located in Tokyo and is registered with the Kanto Local Financial Bureau. Acadian Asset Management (UK) Limited is located in London and is authorised and regulated by the Financial Conduct Authority. Acadian Asset Management (Australia) Limited is located in Sydney and is the holder of Australian financial services license number (AFSL) 291872. All Acadian entities specialise in active equity strategies.
Acadian LLC evolved from a non-US all-cap equity manager to a global manager with the launch of Acadian LLC’s global strategy in 1992. In 2002, Acadian LLC began to apply its stock selection process to attempt to find the poorest performing companies as well as the strongest, opening the doors for Acadian’s long/short strategies. In 2006, based on research showing that a portfolio of low-risk stocks has the potential to offer market-like returns at lower risk than the overall equity market, Acadian launched its managed volatility strategy. Acadian’s commitment to research, the flexibility of its process and the collaborative nature of its client relationships suggests that Acadian’s suite of strategies will have the potential to continue to grow and evolve in an effort to meet the needs of its clients.
For further information go to Acadian’s website www.acadian-asset.com
Katrina joined Acadian Asset Management (Australia) Limited in 2009 and is a Portfolio Manager, focusing on Australian equity strategies.
Prior to joining Acadian, Katrina was a senior quantitative analyst at ING. Previous to that, she held various quantitative roles at IFS Equities, BT Funds Management, Country Investment Management, and Mercantile Mutual Investment Management.
Katrina holds a Graduate Diploma in applied finance and investments from Securities Institute of Australia and a Bachelor’s in mathematics and finance (Hons) from University of Technology, Sydney. Katrina is a CFA charterholder.
Zhe joined Acadian Asset Management (Australia) Limited in 2017 and is a Portfolio Manager, focusing on Australian equity strategies.
Prior to joining Acadian, Zhe was an analyst on the quantitative research team at Macquarie Securities.
Zhe holds a Ph.D. in empirical finance from Macquarie University, a Bachelor of Engineering in bioinformatics with First Class Honours and the University Medal from the University of New South Wales, and a Bachelor of Commerce in finance from the University of New South Wales. Zhe is a CFA charterholder.
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