Joanna Nash and Ron Guido have expanded their existing responsibilities as senior quantitative portfolio managers with promotions to Head of Portfolio Management and Head of Alpha Research respectively. In her expanded role of Head of Portfolio Management, Dr Nash has oversight of the final portfolio outcomes in terms of performance, client expectations and attribution. Dr Guido leads the research of new alpha ideas, improves existing ideas, and will deepen the team’s understanding of model attribution, as Head of Alpha Research.

Scott Hamilton has also been promoted to Head of Portfolio Construction and Engineering in addition to his role as senior quantitative researcher. He leads portfolio engineering using the team’s extensive research, signals and insights backed by RQI Investors’ proprietary systems and data.

Andrew Francis, Chief Executive of RQI Investors said: “These promotions reflect the growth we have experienced as a business and team over the last five years. We have enhanced our product offering with the development of our Diversified Alpha strategies with funds under management growing to A$6.5 billion in the last 3.5 years, alongside our highly successful Value strategies. Both capabilities have delivered strong risk adjusted performance for our clients over the past three years.”

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Andrew Francis

Realindex Investments, an active quantitative equities manager within the First Sentier Investors Group, will be known as RQI Investors. 

Coinciding with the investment manager’s 15-year anniversary, this name change is the first undertaken since RQI Investors was founded in 2008 and will be accompanied by a new logo and visual identity.

Andrew Francis, Chief Executive of RQI Investors, said: “The new name embodies our evolution and growth. It’s a nod to our history as Realindex and represents who we are today as a well-established active quantitative equities house. We aim to deliver cutting-edge insights to our clients in terms of our research as we pursue the delivery of strong performance.

“Since inception, we have expanded our investment strategies, which includes our long-established Value and more recently our Diversified Alpha^[1] strategies. These can complement or replace traditional equities strategies while also meeting investor interest in accessing an active approach for reasonable fees.” Mr Francis added.

Since its inception, RQI Investors has grown its assets under management to approximately A$28.7 billion^[2] and has extended its team to 17 members.

Mr Francis went on to say: “Over the last 15 years, our team and processes have been tested by a number of different market events and environments. We have learned from these and have evolved our processes, while our conviction has remained unwavering. We believe this conviction, coupled with our clients’ patience, has been rewarded with many of our Value strategies outperforming their respective benchmarks.” 

“As RQI Investors, we believe we are better positioned to realise our ambition for long-term global growth, given the breadth of our strategies which include global equities, emerging markets and global small companies.

“Although our name has changed, we remain unwavering in our steady conviction in our active investment capabilities, our commitment to our clients and our focus in delivering strong performance,” Mr Francis concluded.

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Notes:
[1] This strategy is currently available to institutional investors only.
[2] As at 31 December 2023

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