Active Equity

PanAgora offers two distinct Active Equity strategies designed to exploit the best of both quantitative and traditional fundamental approaches, while seeking to minimize any weaknesses of either stand-alone approach. These strategies were built on years of experience and continuous innovative research, including non-ESG and ESG alpha factors that have been integrated when found to add value.

Investment Strategies

Long-Only Equity

  • U.S.
  • Global
  • International
  • China A
  • Emerging Markets

Long-Short Equity

  • Healthcare
  • Merger Arbitrage

A suite of quantitative, core, bottom-up, multi-factor Active Equity strategies that leverage a proprietary modeling approach called “Contextual” Alpha Modeling. The strategy is offered across Developed, Emerging Markets and China A, in both large and small cap segments, with capabilities in long-only, 130/30 and market-neutral style implementations.

An investment approach driven by fundamental insights and implemented through a rigorous quantitative process that differentiates itself by how it leverages unique sets of data to build portfolios.