Active equities
Our active equity strategies are tailored to meet specific client investment objectives with a disciplined and differentiated investment approach.
View full list of active equity funds.
Our philosophy
Driven by structure and culture:
- Structure as enabler – our structure is designed to ensure robustness and to favour exchanges of ideas and insights across asset classes and globally
- People culture – we believe in empowered teams sharing their passion for investment debates
- Result oriented – our performance culture is aligned with client outcomes as we strive for greater efficiency and ever higher standards
- Research driven – our proprietary tools and quantitative techniques provide insight and consistency of approach across our investment franchises
- Sustainable by design – we believe that our expertise in responsible investment allows us to identify the premiums that can lead to superior returns
Our process
We aim to deliver high conviction and high active share portfolios that are differentiated by design.
- Proprietary fundamental research tools incorporate Environment, Social, and Governance (ESG) analysis: confirming the sustainability of profitability and validating the investment opportunity
- Tools for pricing, combining and calibrating risk are integrated in the portfolio construction process
HSBC strengths
- We leverage the intellectual capital of a global network of investment professionals and resources to results
- Proprietary fundamental, quantitative and decision support tools facilitate insight development, team debate, effectiveness and productivity
- Global, regional and country-specific strategies have been designed to meet a broad spectrum of investment goals
Risk Warning
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate.
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