Multi-Asset > Quantitative Equity

ESG Inside: Equity Defender

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Strategy focus

LFIS’ hedged equity strategy offers exposure to the upside of equities while cushioning the downside. The strategy is therefore a potential solution for investors looking to hedge their tail risk on equities and/or to maintain or increase equity exposure in a low-yield environment. Underlying stock selection takes into account environmental, social and governmental (“ESG”) criteria.

LFIS offers a hedged equity strategy designed to offer investors asymmetric exposure to the performance of equity markets. The integration of ESG criteria seeks to orient the strategy towards those issuers that best address ESG concerns. Our simple, transparent and systematic approach seeks to allow investors to participate in all or part of the upside in equity markets while diminishing volatility and sharp drawdowns (over the medium- to long-term).


“LFIS’ hedged equity approach answers the needs of today’s investors to capture potential equity market performance with some protection from the risks. In this equity focused strategy, it is natural for us to integrate ESG criteria both for risk reduction and for long-term performance potential.”

Deputy Chief Investment Officer