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Specialist in Asia Pacific, China, India and South East Asia and Global Emerging Market equities.

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formerly Realindex Investments

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.

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At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.

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RQI Investors

RQI Investors

formerly Realindex Investments

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Strategy Overview

Key Facts

Entry Price:

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* The unit price for the Fund will be delayed temporarily given a special distribution is in progress.
*
* This is an annualised interest rate from the past seven days. For actual performance for our Cash Funds, please view the performance page.

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Welcome to RQI Investors

Formerly Realindex Investments, we are now RQI Investors, an Australian-based active quantitative global equities investor with a track record of over 15 years.

We build portfolios using quantitative signals based on our team's insights and market experience exploiting inefficiencies to systematically select stocks from a broad universe.

In a world of commodified data, our approach is different. We see our universe as a constellation of ideas. Recognising that, like the universe, ideas are limitless.

Our goal is to zero in on the ones that we believe can deliver an edge, backed by our own unique blend of people, insights, research, portfolio construction and risk management.

Steady conviction that drives evolution and builds trust

In 2008, we had faith in our different approach and launched despite the market chaos. We have evolved into a fully-fledged global quantitative investment manager backed by the trust of our clients who’ve stayed with us from those early days.

An exceptionally qualified, agile team

Energised and collaborative, our culture is built on humility. We focus on clients and performance and have an ownership mindset that is powered by multiple expert perspectives. It’s the kind of chemistry that drives us to create and deliver sustainable investment outcomes.

Insights that deliver for our clients

Idea-driven and constantly questioning, our team’s focus is uncovering original insights and translating them into investment strategies that are active and systematic, aiming to outperform the benchmark i.e. achieve alpha. How? By looking for certain characteristics generally unseen by the broader market.

Why invest in RQI Investors?

Insightfully invested with over 15 years’ experience in quantitative equities.

  • A disciplined approach to our research, investment process and portfolio construction that aims to outperform respective benchmarks whilst managing risk.

  • We offer innovative quantitative investing strategies that span a broad range of markets, including developed and emerging market equities, global small companies, and Australian large and small companies.

  • We benefit from global resources as part of the First Sentier Investors Group, across dealing, compliance, middle office, and sales and client service.

What are the risks?

Although all investments carry risk, the level of risk is dependent on the type of investment strategy and the underlying investments. Generally, the higher the potential return of an investment, the greater the risk.

The risks of investing in RQI Investors strategies include:

Company risk

Investment in equities is exposed to risks due to changes in that company or its business environment.

Market risk

Investment returns are influenced by the performance of the markets as a whole.

Currency risk

For investments in international assets, which have currency exposure, there is potential for adverse movements in exchange rates to reduce their Australian dollar value.

As with any investment, there are no guarantees on the value of the investment or the income generated from it. Investors may get back less than the original amount invested. For a full description of the terms of investment and the risks, please see the Product Disclosure Statement for each fund.

Our history

Responsible investment

Environmental, Social and Governance (ESG) research has been and continues to be a strategic initiative for RQI Investors. As a manager of quantitative investment strategies, the degree to which ESG considerations are incorporated varies across strategies, but in all cases, investment stewardship considerations are paramount.

We have undertaken a significant amount of research on systematically integrating ESG considerations into portfolios using our extensive database of ESG data, licensed from third parties. This research has been used to refine our investment process.

Specifically, RQI Investors integrates ESG considerations into our portfolios via Exclusions, Risk Controls, Alphas and Stewardship.

Meet the investment team

Andrew Francis

Chief Executive

Dr David Walsh

Head of Investment

Dr Joanna Nash

Senior Quantitative Portfolio Manager

Dr Ron Guido

Senior Quantitative Portfolio Manager

Want to know more?

Contact your Key Account Manager