The asset manager for a changing world
Winning approach sought
across market cycles

Flexibility to adapt to various stages of the market cycle

Decides on asset allocation by adjusting asset class mix and weightage

Flexibility to adapt to various stages of the market cycle

With the aim to drive long-term returns, take advantage of short-term market dislocations and manage risk in a timely manner.

Bull market

A more aggressive strategy

More growth and value funds

Fewer defensive funds

Bear market

A more defensive strategy

Fewer growth and value funds

More defensive funds

Categorise funds at a granular level

Flexibility to adapt to various stages of the market cycle

This amount of detail enables funds to be identified, to optimise the opportunities captured.

US EQUITIES

Market
Capitalisation

Large
Cap

MID
Cap

Small
Cap

Investing
Styles

Core

Value

Growth

Defensive

Identifying best-of-breed funds is a mission
FundQuest Advisor’s rigorous fund selection process and independent views empower them to pick funds that potentially harvest superior risk-adjusted returns.
FUND SELECTION PROCESS
Unconstrained universe of 38,000 active and passive funds1
1. Quantitative analysis

GENERATE IDEAS
2. Fund Selection

BUILD
CONVICTION
3. Risk due diligence

MITIGATE RISK
Best-of-breed fund buy list is generated
78% of funds selected by FundQuest Advisor have outperformed their peers over a three-year period.2

The risk management process described above includes an effort to monitor and manage risk, but should not be confused with and does not imply low or no risk.
Past performance is not indicative of current or future performance.
1. Source: European registered funds in Morningstar database, 20 July 2020.
2. FundQuest Advisor's buy list versus FundQuest Advisor's internally defined peer group of funds, from 30 June 2017 to 30 June 2020.

The risk management process described above includes an effort to monitor and manage risk, but should not be confused with and does not imply low or no risk.
Past performance is not indicative of current or future performance.
1. Source: European registered funds in Morningstar database, 20 July 2020.
2. FundQuest Advisor's buy list versus FundQuest Advisor's internally defined peer group of funds, from 30 June 2017 to 30 June 2020.

Nimble asset allocation – an art and science
The Multi-Asset, Quantitative and Solutions team’s quantamental asset allocation approach provides an extra edge, as it combines the complementary yet distinct strengths of man and machine.
QUANTAMENTAL APPROACH DEVELOPED SINCE THE 1990s AND ENHANCED THROUGH THE YEARS
Fundamental
The art of research
Evaluation by investment
professionals
Quantitative
The science of data analysis
Large sets of data generated
by quantitative tools
Sharpen views and insights
Macro economics over the long and short term.
The impact on various asset classes.
Additional insights to market inefficiencies and dynamics.
Signals to identify tactical opportunities.
Decide on optimal weight allocated to each asset class

Source: BNP Paribas Asset Management, March 2020.

FUND FACTSHEETS & REPORTS
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The exclusive distributor of BNP Paribas A Fund Capital Builder.