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Arrowstreet Capital, Limited Partnership

PRI reporting framework 2018

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.3. Additional information. [Optional]

Arrowstreet is a discretionary institutional global asset manager.  We offer institutional investors a select range of global equity investment strategies.  Our investment process utilizes quantitative methods that focus on identifying and incorporating investment signals into our proprietary return, risk and transaction cost models. 

Prospective clients may, depending on their desired investment strategy and funds available for investment, generally choose to have a separately managed account or invest through a pooled investment fund for which Arrowstreet is the investment adviser.

 

 


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

229 FTE

02.4. Additional information. [Optional]

Our headquarters are located in Boston, Massachusetts.  We maintain an affiliated office in London, the United Kingdom that engages in client service and busines development activities.


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

Arrowstreet is a discretionary institutional global asset manager.  We offer institutional investors a select range of global equity investment strategies.

Our investment process utilizes quantitative methods that focus on identifying and incorporating investment signals into our proprietary return, risk and transaction cost models.  Our investment approach involves creating and investing in diversified equity portfolios.  We utilize a structured investment process that attempts to add value relative to a client specific benchmark.  This involves identifying opportunities across companies, sectors and countries by evaluating a diverse set of fundamental and market-based predictive factors.  Portfolios are constructed through the use of a mean variance optimizer and proprietary risk and transaction cost models.

Our research focuses on identifying, testing, and incorporating investment signals into our quantitative alpha and risk models. We understand that environmental, social, and corporate governance (ESG) considerations can impact businesses’ profitability and sustainability of earnings, in addition to the risks associated with their securities. As such, we evaluate and selectively incorporate ESG information into our investment process through our proprietary risk model. 

At a client’s request, we can also apply exclusionary screens that accommodate a variety of responsible investment considerations and restrictions specified by the client that may generally prohibit the purchase of certain securities, either individually or by region, sector, or other designated class. 

The proxy voting policies of our proxy service provider take into account certain ESG factors.  In addition, we offer enhanced ESG specific proxy voting services to separate account clients upon request. 

We also have a Responsible Investing Committee that meets semi-annually to discuss our approach to various ESG related issues, both in our investment process and in our internal business practices.


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 100 0 0
Fixed income 0 0 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market (Private)


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