The AXA Rosenberg Advantage

AXA Rosenberg offers an objective, data intensive, model-driven approach implemented via our proprietary technology. This technology allows us to evaluate a vast universe of stocks more efficiently and quickly than any human, and our approach sidesteps the natural biases that are part of less disciplined processes.

The foundation of our capability is our expert system, the proprietary technology that embodies our firm's collective knowledge. Refined over more than 20 years and continuously updated, this powerful technology enables us to:

• track nearly 200 current financial statement items for 21,000 companies worldwide;
• identify the most attractively priced stocks by comparing current prices to current fundamentals;
• forecast earnings a year ahead, using historic fundamentals and market indicators such as analyst forecasts and earnings revisions; and
• control active risk;
• build portfolios that maximize potential alpha relative to risk.

We do not employ traditional portfolio managers or investment analysts who offer individual opinions on stocks. Instead, our investment professionals rely on our expert system - finding and using the most objective, most comprehensive information to make good decisions.

In building portfolios, we seek to add value from stock selection, not from betting on industries, sectors, or regions. The result is an agile, sustainable, and repeatable investment approach that allows us to combine mispriced stocks in a way that controls risk relative to the client's designated benchmark.

At the core of our approach are five Investment Beliefs.

To obtain more information about the investment strategies we offer worldwide, please first select your country or region of residence.