Active, fundamental investors
Our integrated and disciplined investment process provides the framework and confidence for portfolios to have high active shares. We use our access to company management to gain an information advantage, driving non-consensus views. In contrast to ETF and passive investors, we direct our resource towards fundamental analysis and being on the right side of change.
Unless specifically stated, ESG is an integrated, but non-binding, input into our investment process. We actively assess individual company ESG performance and risk factors. In conjunction with our Global Responsible Investment (GRI) team we continually engage with companies to promote positive change and monitor the long-term value of our investments. We do, however, also offer sustainable investment solutions where portfolio decisions are dictated by certain sustainability criteria.
Our investment advantage.
A common investment language embedded across all regions and sectors facilitates the delivery of sharp and effective connected thinking. Enhanced by direct company contact and integrated information flows from GRI, macro, multi-asset, credit teams, our process ensures all relevant investment information is surfaced when making each stock selection decision.
For further information on our strategies, please refer to our factsheets and supporting literature.
The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.
A globally integrated team with extensive experience
Investment professionals named may be employees of Aviva Investors Canada Inc. or one of its global affiliates including Aviva Investors America LLC (USA) or Aviva Investors Global Services Limited (UK).
Head of Global Equities
Head of US Equities
Head of Pan-European Equities
Francois de Bruin
Fund Manager, Sustainable Income & Growth and Head of Listed Real Estate
Head of Global Emerging Market Equities
Need more information?
For further information, please contact our investment sales team.
Investors should confront the dark side of tech
9 Jul. 2021
Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux.
China’s Big Tech crackdown
5 Jul. 2021
Like Washington and Brussels, Beijing is worried about the growing power of large technology companies. But China’s regulators are taking swifter, more radical action than their peers in the West.
The Anti-Social Network
2 Jul. 2021
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
The taming of the few
1 Jul. 2021
Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold and influence on numerous economic sectors will be hard to loosen.
Is there now ‘value’ in value investing?
2 Jun. 2021
Value or growth? It is an age-old debate and, as Giles Parkinson argues, a slightly irrelevant one given the changing makeup of the economy and the gentle decoupling of intrinsic value from financial statements.
Green is not always clean: Rising tide of greenwash brings risks for investors
19 May 2021
Some companies have long sought to mislead the public about their commitments to sustainability, but greenwashing has become more widespread and sophisticated in recent years. Now regulators and investors are fighting back.
How COVID-19 is accelerating the use of new technologies in construction and manufacturing
14 May 2021
During the pandemic, companies have stepped up investments in technology to communicate remotely with customers and keep their businesses running. As well as boosting efficiency and profitability, it also creating investment opportunities in previously overlooked areas.
Flipside: Not all externalities are negative
4 May 2021
ESG factors have long been viewed as risk factors to manage. Giles Parkinson explores the flipside of this proposition, contending that positive externalities are an under-leveraged investment opportunity.
What does the data say? Vaccines, illiquidity and managers called Dave
26 Mar. 2021
In the first of a new monthly series, we take a visual approach to illustrate topical data themes in economies, markets and beyond. This month we look at the correlation between stock market performance and vaccinations, the illiquidity premium in real assets, and whether there are still more men called Dave running funds than female managers.
Why it is getting harder to assess value in financial markets
19 Mar. 2021
Massive intervention by central banks and governments in recent years has left investors struggling to value financial assets.
18 Mar. 2021
The coronavirus pandemic has spurred companies to upgrade their digital capabilities, boosting productivity and creating investment opportunities in previously overlooked niches.
The new struggle for global supremacy could disrupt financial markets
17 Mar. 2021
China’s economic rise threatens US supremacy and the global economic and financial order built up since 1945.
Cut it out! The complex quest to decarbonise heating
16 Mar. 2021
More countries are contemplating their visions for a lower carbon world. Norway has excluded fossil fuels entirely for heating buildings, while others are taking a more nuanced approach. So, what are the options for those with environment at the heart of their agenda?
Zero rates: Too much of a good thing?
9 Mar. 2021
The inexorable rise in asset prices caused by the seemingly never-ending era of monetary easing is calling into question long-held investment beliefs, as members of our multi-asset & macro and equities teams explain.
From crisis comes opportunity: What’s normal now?
2 Mar. 2021
Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.
Pixie dust and demon dust: The little things that make a big difference in equity markets
19 Feb. 2021
To gain an accurate picture of a company’s long-term prospects, investors must pay close attention to the details, says Giles Parkinson.