Quantitative strategies
Diversified, cost-effective equity exposure, strengthened by deep ethical insight.
Our investment approach
Our approach combines quantitative portfolio construction with specialist ethical assessment to deliver diversified Australian and global equity portfolios aligned with market indices.
Our structured, multi-factor process is designed to deliver risk-aware, market-style returns at low cost — without compromising on our ethical standards.
How we invest
A disciplined process that blends ethical insight with quantitative precision.
While our quantitative process is built on discipline and repeatability, it's enhanced by the ethical research of our in‑house Impact & Ethics team — strengthening risk management and reducing exposure to long‑term material risks.
- Rigorous ethical assessment that creates an approved universe of sectors and companies that avoid material risks and capture emerging opportunities
- Quantitative, factor‑driven modelling that targets persistent return drivers across market cycles
- Disciplined portfolio construction that delivers diversified, market‑style exposure that can stand alone or provide a cost-effective core holding
- Continuous innovation of models to incorporate new factors based on empirical research and market dynamics
Why our approach works
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Value-for-money diversificationA quantitative approach enables low-cost access to well-diversified Australian and global equity portfolios that closely follow market indices. |
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Consistent and repeatableWe apply a quantitative approach to portfolio construction, minimising behavioural biases and ensuring consistency across market cycles. |
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More precise risk managementPortfolios are constructed with risk management across multiple dimensions, including sector, factor, country, liquidity and style exposures. |
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True-to-labelWe apply rigorous ethical scrutiny without compromising investment discipline — avoiding greenwash and maintaining alignment with our Ethical Charter. |
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Future-focused exposureOur ethical framework naturally tilts portfolios toward industries positioned for structural growth, including technology, healthcare and renewable energy — sectors driving a more sustainable, economy. |
Our Quantitative strategies
Performance snapshot
Diversified Shares Fund (Wholesale)
p.a. returns over 10 years as at 30 June 2026*
International Shares Fund (Wholesale)
p.a. returns over 10 years as at 30 June 2026*
* Past performance is not a reliable indicator of future performance.
Awards & recognition
Our team
Our Impact & Ethics team
Our in-house ethics teams, conducts rigorous, independent research that guides every investment decision.
Explore more
Get in touch
Contact a member of our Adviser Relationship Team today if you would like to learn more about responsible investing or our range of ethical investments.
Contact a BDM+ Our investment restrictions include some thresholds. Thresholds may be in the form of an amount of revenue that a business derives from a particular activity, but there are other tolerance thresholds we can use depending on the nature of the investment. We apply a range of qualitative and quantitative analysis to the way we apply thresholds. For example, we may make an investment where we assess that the positive aspects of the investment outweigh its negative aspects. For information on how we make these assessments for a range of investment sectors and issues such as fossil fuels, nuclear power, gambling, tobacco, human rights, and many others, please read our Ethical Guide.