Specialist in Asia Pacific, Japan, 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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Diversified Alpha Strategy

Diversified Alpha Strategy

Diversified Alpha is a core systematic strategy designed to deliver consistent, risk-adjusted returns above the benchmark, with Environmental, Social and Governance (ESG) considerations embedded into the process. 

We build portfolios using a combination of powerful data analysis and expert human oversight, selecting stocks from a universe of more than 2000 companies across developed and emerging markets. These companies are chosen for their ability to deliver outperformance. 

Our proprietary process and experienced team identifies alpha insights using data science and a wide range of data sources, from conventional accounting measures through to machine learning and textual analysis. ESG insights are incorporated into the process and can be used as a source of alpha.

Why invest in Diversified Alpha?

  • Core exposure to Australian and global markets with a focus on consistent outperformance

  • ESG embedded into process and portfolio

  • Based on a systematic investment process run by experienced portfolio managers

  • Combines powerful data analysis with expert human insight

  • Ability to customise risk profile and ESG parameters to meet client needs

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.

Want to know more?

Contact your Key Account Manager