Bringing you live news and features since 2006 

SGI to sub-advise USD100m International Equity Fund

RELATED TOPICS​

Security Global Investors has been selected to sub-advise the American Independence International Equity Fund.

The San Francisco-based global equity investment team will manage the fund, which has approximately USD100m in assets.

"We are pleased to name Security Global Investors as the sub-adviser to our International Equity Fund," says John J. Pileggi, managing partner of American Independence Financial Services, the fund’s adviser. "SGI’s global equity expertise and disciplined investment process make the firm an ideal manager for this strategy. American Independence believes active management with seasoned professionals who are intimately familiar with foreign markets and companies will add value for our shareholders."

"We are very pleased to be entrusted with this mandate, which underscores our expertise in global equity investment management," says Richard Goldman, chief executive of Security Global Investors. "SGI has experienced significant momentum this year with the American Independence mandate representing the latest win for our institutional business."

Led by global portfolio managers David Whittall and Scott Klimo, the SGI team employs a fundamental investment approach that emphasises bottom-up stock picking to identify market inefficiencies and investment opportunities.

In addition to fundamental stock selection, SGI’s global investment approach entails quantitative risk management as part of the portfolio construction process.

SGI global managers currently see opportunities in leading Asian banks, as well as select European and Asian consumer non durable and producer manufacturing companies. Top international fund positions include holdings in Singapore’s DBS Bank and the UK’s Standard Chartered.

Latest News

HSBC Asset Management’s (HSBC AM) ETF and Indexing business has passed USD100 billion in assets under management (AUM), reflecting its..
Amundi’s ETF Market Flows Analysis for April reveals that investors added EUR54.1 billion to global ETFs in April with equities..
VanEck has reached USD10 billion in assets under management in Europe for the first time in April 2024...
Global index revenues increased 9.3 per cent in 2023, totalling a record USD5.8 billion, according to a benchmark study published..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by