Strategy Overview

Key Facts

Realindex – Systematic equity investment tailored to clients’ needs

  • A systematic equity manager that manages strategies across market cap weighted indices, smart beta and active quantitative strategies
  • Targets and customises factors such as Value, Quality and Momentum to construct portfolios that aim to provide excess returns above that of the market over a long time-horizon
  • Experienced team with one of Australia's longest track records within smart beta and intelligent implementation

Why invest?

investment approach

We provide efficient access to equities markets globally through our flexible, rules-based approach 
Realindex adopts a systematic, rules-based investment approach that aims to provide effective market exposure with the potential for lower turnover and costs than traditional active investment approaches. We use quantitative techniques that identify market anomalies, opportunities and risks to construct portfolios based on our clients’ specific investment needs over the long term.
The discipline and rigor of our process combined with the experience and diversity of our investment team allows us to consistently implement these across a diverse range of equity universes including Australian large and small companies and overseas (developed and emerging markets). 

   Our investment approach >

research and insights

We uniquely offer the benefits of both passive and active management
Drawing on our internal research capability, we focus on continual refinement of our systematic investment processes. Acknowledging the advantages of traditional indexing, we look to overcome potential performance drags such as overweight allocations to expensive companies. Applying our research insights and the resources of a global asset management organisation, we aim to consistently develop smarter portfolio strategies, which use systematic rules to target specific factors, resulting in more effective market exposures across the risk/return spectrum.  

The Realindex advantage >

Responsible Investment

Responsible Investment

Our corporate RI strategy is based upon three strategic pillars of quality, stewardship and engagement.
ESG research has been and continues to be a strategic initiative for Realindex.  As a manager of systematic 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 and metrics licensed from third parties.  This research has been used to refine our investment process and develop customised client solutions.

Learn more about team's approach to Responsible Investment

Realinsights Papers

'Sin Stocks, Two Studies' - explores two recent papers on what might often be excluded stocks from universes; what are known as "sin" stocks. 

'Poor performance of Value' - an analysis of poor performance of Value in January 2020, and the impact on Realindex strategies.

 

Performance and Documents

(This is not classified as a green or ESG fund in Hong Kong)

Source: First Sentier Investors 2020

Performance returns are calculated net of management fees and transaction costs. Performance returns for periods greater than one year are annualised. Past performance is not a reliable indicator of future performance.

Download Full Unit Price History

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Investment Team

Based in Sydney, our team is comprised of 13 investment professionals, including four CFA charterholders, with an average of 16 years' experience.

Andrew Francis
Chief Executive Officer
Andrew Francis
Chief Executive Officer
Dr David Walsh
Head of Investments
Dr David Walsh
Head of Investments
Dr Joanna Nash
Senior Quantitative Portfolio Manager
Dr Joanna Nash
Senior Quantitative Portfolio Manager
Dr Ron Guido
Senior Quantitative Portfolio Manager
Dr Ron Guido
Senior Quantitative Portfolio Manager