“ESG, Fundamentals, and Stock Returns”
For decades, the delivery of wealth maximization has been paramount to investors. More recently, ESG’s adherence to social preferences has caught ...
May 1, 2022Active 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.
More About Active Equity
“Active vs Passive: Old Wine in New Wine Skins”
Active portfolio management is one of few professions for which worth is defined by a single phrase: risk-adjusted excess return. “Active” in ...
Feb. 1, 2022From Idea to Alpha: Quantifying Fundamental Insights™
Unlike fundamental investors, whose success relies on a series of independent opinions about attractive companies within their universe, the success of quantitative ...
Dec. 3, 2021