The launch of the Vinva Global Systematic Equities Fund presents Australian retail investors with a new choice in systematic investing. With rapid advancements in artificial intelligence and information technology, systematic investment strategies can represent one of the most innovative segments of investor portfolios.
In this whitepaper, you and your clients will get access to:
- An overview of systematic investing
- Models and algorithms used in systematic investing
- Different systematic strategies that can be employed
- Benefits and challenges of systematic investing
- The future of systematic investing
- The Vinva approach
Enter your details to download your copy today.
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Vinva Global Systematic Equities Fund – Class C
The Vinva Global Systematic Equities Fund – Class C (the Fund) provides access to a broadly diversified portfolio of stocks listed in developed economies. Based on a systematic investment strategy developed over 20 years,
the Fund seeks to deliver investors consistent outperformance with low volatility though the investment cycle. It may be suitable as a core, style-neutral holding in an investor’s global equity allocation.
The Fund is a global equity portfolio that seeks to outperform its benchmark – the MSCI World ex Australia ex Tobacco ex Controversial Weapons Index (AUD) (the Benchmark).
With over 500 stocks typically held in the portfolio at any time, the fund manager Vinva Investment Management (Vinva) aims to generate outperformance by taking many small active positions.
This incremental approach is intended to promote the consistency of returns against the Benchmark over the investment time horizon.
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Vinva Investment Management
Vinva is an independent and privately owned global investment management firm based in Australia.
It is a pioneer in systematic equity strategies and specialises in long-only, long-short and market neutral strategies across Australia and global equity markets.
The firm was established in 2010, although the origins of the team and style date back to the 1990’s.
It is one of the most reputable and respected fund managers with a track record of performance delivery for over 25 years.
It manages over $20 billion managed in assets across institutional and wholesale clients.
If you would like more information, please speak to a member of the team:
Nicole Aubrey
Head of Distribution
Nicole Aubrey
Head of Distribution
As Head of Distribution at Associate Global Partners Nicole is responsible for sales strategy and distribution of our investment strategies to asset consultants, dealer groups, private banks, family offices and advisers.
Nicole has over 20 years’ experience in financial services, specialising in wholesale channels. Prior to joining Associate Global Partners in 2023, Nicole was the acting Head of Asset Consultants and Senior Manager, National Accounts at Perpetual Group and has held senior roles across a number of asset managers including Morrison and Co, Pendal Group and IML.
Nicole has a Degree in Agricultural Economics (Hons) from the University of Sydney, an Advanced Diploma in Financial Planning and a Masters of Business Administration (Exec) from UNSW.
Email: naubrey@associateglobal.com
Shanene Romano
Director - Wholesale & Private Wealth Distribution QLD
Shanene Romano
Director - Wholesale & Private Wealth Distribution QLD
Shanene has been in the Financial Services Industry for some decades in a variety of roles that has provided her with a diversity of connections. It has been a privilege for Shanene to work with many professional partners including Investment Managers, Superannuation, Financial Planning businesses, and Legal Advisers. Her skills span business development, account management, marketing and stakeholder engagement. Being a connector, she loves working to achieve great outcomes for all and making a difference.
Email: sromano@associateglobal.com
Damian Casey
Wholesale and Private Clients - VIC, SA, WA
Damian Casey
Wholesale and Private Clients - VIC, SA, WA
Damian has over 15 years of commercial experience, the past 12 being in the financial services industry. He has a deep knowledge of investment markets and products having worked in a range of business development roles for Commsec, MLC and Fidante Partners. He has a Bachelor of Business and enjoys spending time with his young family outside of work.
Email: dcasey@associateglobal.com