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Acadian's disciplined investment process is offered in a broad range of mandates, with flexibility to target specific geographical areas, capitalization size ranges, risk levels and other desired portfolio characteristics.
Whatever the mandate, the goal of all our strategies is to deliver consistent value added for our clients commensurate with their desired level of risk.
View performance information on selected strategies.
U.S. Equity
Acadian’s U.S. Equity strategy is a value-oriented approach to active stock selection in the U.S. market. It can be customized to focus on large-cap, small-cap, or as an active asset allocation strategy moving dynamically across the capitalization spectrum.
Non-U.S. Concentrated Equity
With a more concentrated group of holdings and a higher risk level, this broad international equity approach seeks to maximize absolute return.
Beta 0
The Beta 0 approach provides clients with a market-neutral approach. The strategy seeks to maximize risk-adjusted total return by taking advantage of Acadian’s positive and negative stock forecasts for over 25,000 stocks daily. The resulting portfolio is constructed by optimizing these forecasts relative to our estimates of both overall portfolio risk and security level transaction costs. This approach can be implemented for a Global, European or U.S portfolio.
Beta 1
Our Beta 1 strategy invests in both developed and emerging equity markets with an opportunistic shorting component. The approach utilizes Acadian's security return forecasting and disciplined portfolio construction methodologies, resulting in a portfolio with enhanced alpha potential relative to our comparable long-only small-cap strategies. The aggregate portfolio has the characteristics of a long-only strategy with additional potential for value added from short portfolio positions. Acadian seeks to enhance risk-adjusted total return by taking advantage of both positive stock forecasts for our broad universe of international equities. The approach is offered for Non-U.S. Small Cap, Non-U.S. Concentrated, All Country World ex-U.S. and Global strategies.
Frontier Markets Equity
Beyond the emerging markets, there are 22 countries around the world that comprise the “frontier” markets. While equity markets in these countries are small and undeveloped, their long-term investment potential is compelling. This strategy seeks to provide broad exposure to frontier markets in Africa, Asia, the Middle East and other regions.
Non-U.S. Equity
Acadian’s Non-U.S. Equity strategy applies an active, bottom-up approach across the full range of developed markets outside the U.S. The strategy employs both active stock valuation and active peer group forecasting techniques to target a diverse array of undervalued stocks with positive earnings trends and prospects. Non-U.S. Equity portfolios are typically benchmarked against the MSCI EAFE index and have a larger-cap orientation with controlled risk. Opportunistic exposure to emerging markets can be added if desired.
Non-U.S. All-Cap
The All-Cap strategy takes the same approach used for Non-U.S. Equity and applies it across the full capitalization spectrum, actively allocating between small-, mid- and large-cap stocks according to their relative attractiveness.
All Country World ex-U.S.
This approach extends the All-Cap approach to include a dedicated allocation to emerging markets in a very broad, active international equity strategy. Portfolios are typically benchmarked against indexes that include emerging markets.
Global Equity
Acadian’s Global Equity approach uses the same process and techniques as our Non-U.S. products, but includes U.S. equities. Portfolios are built from the bottom up, so that U.S. and non-U.S. opportunities are directly compared and the resulting portfolio represents an optimal mix of global stocks. The approach can be customized, both from a risk target perspective as well as the investment universe – emerging markets can be included or excluded, as can the investor’s home market.
European Equity
Acadian’s European Equity strategy is focused on the major markets of Europe. Clients may opt to include or exclude the United Kingdom, and may also choose to add an optional allocation to European emerging markets. There is also a long-short strategy offered for this region, available as a separate account or as part of an institutional commingled fund.
Japanese Equity
Asia-Pacific Equity
Acadian’s Japanese Equity strategy emphasizes active, bottom up stock selection in the Japanese market. The approach can also be expanded to include the markets of the Asia-Pacific region, with an optional allocation to Asian emerging markets.
Emerging Markets Equity
Acadian’s Emerging Markets Equity strategy is closed. This strategy focuses on active stock and country selection among the world’s developing markets, offering broad exposure to equities including Latin America, Asia, the Middle East and emerging Europe. Portfolios are created using a bottom-up stock selection approach, though each stock forecast is driven significantly by a top-down country forecast.
Non-U.S. Small-Cap
Acadian’s Non-U.S. Small-Cap strategy is closed. This strategy employs active stock and active peer group selection to create portfolios focused on attractive smaller-capitalization stocks in non-U.S. markets. Typically the majority of the holdings will be below $3 billion in U.S. market cap. Most portfolios employing this approach focus on developed markets outside the U.S., though opportunistic emerging markets exposure can be added if desired.
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