Global Equities
At Invesense, we believe that diversified, liquid, and low-cost solutions are key to long-term success. This philosophy is grounded in decades of research and experience across multi-asset classes.
Our Global Equities strategy reflects this approach and is broadly diversified across 2,000+ stocks in over 24 markets. with a higher average market cap than most indices. Initially seen as 'boring,' the strategy has proven otherwise, delivering strong results through diversification.
Long-Term Drivers of Higher Returns
Process
Active vs Passive vs Invesense
Active Stock Picking
- Relies on forecasting, timing and identifying mispricing in securities
- Concentrated positions, strategies and risk
- Constrained toward executing at market price
- A process driven by stars
- High management fees
Invesense
- Investment approach built from academic research and industry experience
- A systematic, diversified approach that provides a consistent focus on higher returns
- A design that provides flexibility and allows lowest trading execution
- A unified investment process & philosophy
- Low management fees for a higher return net of benchmark and fees
Passive Indexing
- A strategy that simply tracks and index
- No flexibility, continuously tied to an index, restricting which securities to hold and when to trade
- Constrained toward executing on index rebalancing dates
- A commercial index dictates the strategy
- Low management fees for an index return gross of fees