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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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realindex has a dedicated team of portfolio managers and analysts responsible for the research, construction, portfolio management, trading and institutional sales and service of its underlying investment strategies.
In this series of articles the systematic investment manager, realindex, highlights a range of topical issues in financial markets and quantitative investing.
The realindex australian share value-class a fund is a real achiever that, since its inception in 2008, has delivered long-term outperformance compared to its benchmark for investors.
What if we could find investment opportunities based on how people say things, as much as what they say?
The ongoing swell of inflation and interest rates are taking the wind out of sails of growth, propelling value to the bow of the boat as long-term active investors look ahead for opportunities.
Better profit margins, higher return on equity and superior share market returns are hallmarks of listed companies with more diverse executive teams, new research shows.
Does tilting towards dividend payments deliver excess returns?
Discover how our equity managers with one of Australia's longest track records provide capital and income growth by investing in the Australian share market.
Systematic investor Joanna Nash discusses ways to reduce carbon emissions in portfolios.
On the surface Value underperformed throughout 2020, but once we remove technology stocks like Tesla and Amazon from the equation, we can see that Value kept up with the broader market. Entering 2021, we are witnessing a strong rebound in Value. How should investors be approaching tech companies?
Dr joanna nash, senior quantitative portfolio manager at realindex investments, recently featured in fs sustainability's podcast series. the episode explores how a singular issue like gender diversity can be used as an alpha signal as well as a qualitative measure of company risk...
What are zombie firms? How can they affect Australian investors?
Just like momentum or quality, esg can be approached as a filterable factor. find out how it’s possible with realindex portfolio manager joanna nash.
“in some of our index focused strategies we can’t divest – so we need to let companies know which issues are important to shareholders.” find out how investors can enact change from the top down with realindex portfolio manager joanna nash.
A 20-year dispute between US and Chinese regulators regarding the auditing of Chinese-domiciled but US-listed securities could soon be resolved. The Public Company Accounting Oversight Board (PCAOB) has recently signed a Statement of Protocol with the China Securities Regulatory Commission (CSRC)...
The performance of Australian small caps has lagged behind the ASX100 over the last decade leaving many investors questioning whether an allocation to Australian small caps is worthwhile.
This final paper is somewhat shorter than the first two, and simply aims to look a little deeper into whether zombie firms appear in realindex portfolios, and how a quality factor acts as a repellent for these stocks. this is more important in value-oriented portfolios as the potential app...
Leveraging our recent paper, ‘Reducing carbon intensity in portfolios: Better news than you think’, which analysed the investment impact of reducing carbon exposure versus the benchmark; we turn our attention to how we can reduce carbon risk in our Value strategies.
New data reveals stronger correlations between female executive participation and company performance/returns. investors could be overlooking gender diversity as a predictor of profitability and share market returns, a new study shows. while correlations between corporate female participation and...
Most of us would have started 2021 with the hope that the worst of the covid crisis was behind us, and some return to normality was just around the corner. we were quickly dislodged from this hopeful place with new variants of the pandemic virus emerging, ongoing lockdowns and travel restrictions...
There was a large jump in capital raisings – in April alone 26 companies in the S&P/ASX300 issued new stock. By the end of 2020, 104 of these companies had undertaken raisings - the most number of companies that had ever raised equity in single year - totalling almost $40 billion.
The realindex australian share value-class a fund is a real achiever that, since its inception in 2008, has delivered long-term outperformance compared to its benchmark for investors.
On the 24th of February 2022, Russia invaded Ukraine. This has led to numerous sanctions being imposed upon the Russian regime by the international community. Sanctions are typically issued by governments targeting individuals, corporations or governments in order to force their compliance with l...
Over the last 5 years, China has been on the rise within the Emerging Markets. We have all heard the story of the China Dragon and the impressive growth that the Chinese economy has been able to achieve relative to other large economies since the early 1990s. Even more recently as its growth has ...
Equity markets are currently at all-time highs. This has generated returns which, we believe, are unlikely to continue, so we need to think about where returns are likely to come from over the next 10 years. We need to think about how investors can position themselves to take advantage of this. T...
We pose the question – what if we could develop a way of predicting which companies are more likely to be suffering distress, and which were not? The idea contains three parts: A. Certain individual observations or metrics can separately tell us about stocks that might – in the near future – fin...
There are four distinct ways to approach ESG investing in systematic investment strategies. Understanding the pros and cons of each can help to align client preferences. How investment managers and asset owners apply and implement their Environmental, Social and Governance thinking really matters...
Updates and thought pieces from our leading investment experts
Time flies in the world of investments, and the themes that were emerging last year have gathered speed since then. late in 2021 we published a realinsights paper on the long-term relationship between inflation and value-style investing, focused on whether the inflation spike we had been ...
Today, realindex investments, an active quantitative equities manager within the first sentier investors group, will be known as rqi investors. coinciding with the investment manager’s 15-year anniversary, this name change is the first undertaken since rqi investors was founded in 2...
Incorporated in 1885, BHP began as a silver, lead and zinc mine in Broken Hill, Australia. Over the next century the company grew into one of the largest diversified resource companies in the world with operations including oil and gas, steel production and mining of a variety of commodities incl...
Recent actions by China in Hong Kong and rising geopolitical tensions between China and the US have resulted in the US taking a range of actions including the enactment of the Holding Foreign Companies Accountable Act. One potential consequence of this Act is the forced delisting of Chinese Ameri...
It’s hard not to react to what the markets are doing. It can be tempting to sell out of certain asset classes or follow the herd to the ‘next best thing’ but fortune favours the patient investor.
In these articles the quantitative investment manager RQI Investors highlights a range of topical issues in financial markets and quantitative investing.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
Discover how our equity managers with one of Australia's longest track records provide capital and income growth by investing in the Australian share market.
Conventional wisdom suggests that value-style investments (‘value’) outperform their growth-style (‘growth’) counterparts during periods of higher inflation . but in a period of growing inflation and unprecedented conditions, we believe it is useful to test this assumption. this article ou...
RQI Investors’ quantitative value strategies have a long history of outperformance versus peers and value indices. Our disciplined, highly active, and repeatable value investing process provides investors with a benchmark unaware, diversified equity portfolio that is cost competitive versus funda...
Leading global investment manager, first sentier investors, today announced the completion of its corporate rebrand from first state investments to first sentier investors in all markets ex australia, effective today. in australia, the firm has operated as first sentier investors since sep...
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
First Sentier Investors recently presented at the Responsible Investment Association Australasia (RIAA) annual conference and hosted a design lab on how responsible investors can shape the future of Electric Vehicles (EV). This paper outlines the key challenges for EV acceptance, analyses the rol...
First Sentier Investors today announced unit holders have voted in favour of a change in responsible entity (RE) for a number of funds from Colonial First State to The Trust Company.
Leading global investment manager, Colonial First State Global Asset Management today announced the rebrand of its business to First Sentier Investors (First Sentier).
Leading global investment manager, Colonial First State Global Asset Management today announced the rebrand of its business to First Sentier Investors (First Sentier).
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
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.
As the curtain closes on another year of surprises, investors are hoping for smoother sailing next year. But with inflation on the rise and a new Omicron variant in the mix, the outlook is far from clear. Against this backdrop, we asked some of our leading Portfolio Managers what issues will be o...
Public policy support for infrastructure investment to remain strong globally, especially for the replacement of aged infrastructure assets and buildout of renewables. Utilities are in the midst of a multi-decade structural growth story. But higher capex needs to be managed in the context of aff...
The advent of Artificial Intelligence (AI) is affecting ever expanding fields of human activity. And the way we invest is no exception. It’s never been more timely for investors, advisors and investment managers to take deep stock of the impacts, real and potential, of AI, so we can better prepar...
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