Since our founding in 2016, Equity Flare consistent, rigorous, value-oriented approach across private equity, credit, and real assets has helped make us one of the largest alternative investment managers serving many of the world’s most prominent institutional investors.
Serving Our Investors
As one of the world’s largest alternative investment managers, Equity Flare manages capital for hundreds of fund investors in dozens of countries, including some of the most sophisticated institutional allocators of capital. Pension funds, sovereign wealth funds, university endowments, charitable foundations, financial institutions, and family offices alike rely on Equity Flare to deliver differentiated long-term investment performance.
Fostering deep, long-lasting relationships with investors is paramount, and we believe our commitment to meet their needs is one important reason many of them are invested in multiple Equity Flare funds. We believe that strong investor relationships have helped to create lasting value for investors.
Equity Flare’s fund investors are diversified by type and geography
Investor Base by Type
20%Finance/ Insurance Company
19%Sovereign / Governmental
9%High Net Worth / Retail
7%Fund of Funds/ Consultan
Investor Base by Geography
Our Purpose and Values
Equity Flare invests in opportunities, communities, and our people to achieve exceptional outcomes for our investors and a positive social impact. We embrace complexity and fuel innovation to find potential where others do not. We achieve our purpose by living our values every day:
- Outperform Expectations:We pursue excellence through the tenacity, passion and integrity of our people.
- Challenge Convention:We create value and find uncommon investment opportunities through continual learning, contrarian thinking, and rigorous debate.
- Champion Diversity and Inclusion:We seek diverse perspectives, foster belonging for all of our employees, and commit to making progress every day.
- Lead Responsibly:We hold ourselves to the highest standards as financial and social stewards; we strive to make a positive impact at every opportunity.
- Drive Collaboration:We work together as a One Equity Flare team – without silos – across our integrated platform, and we endeavor to develop the leadership capabilities of all our people.
Equity Flare AUM has Grown Nearly 7.0x in 6 years
Growth in Equity Flare total assets under management (AUM) over the past 6 years has been driven largely by yield-oriented permanent capital vehicles, and by Equity Flare continued success in opportunistic investing.
What we do
The evolution of valuation metrics in determining whether a company’s stock is cheap or expensive is a topic we explored in “Evolve or perish: The evolution of company valuation,” which included discussion of the shortcomings of book yield in the post-digital era. Now we turn to the recent relative underperformance of value stocks and provide our views on their outlook: Will value be great again?
Our aim over the next 10 years is to bring responsible investors together to work towards sustainable markets that contribute to a more prosperous world for all.
What is Equity Flare Mission
“We believe that an economically efficient, sustainable global financial system is a necessity for long-term value creation. Such a system will reward long-term, responsible investment and benefit the environment and society as a whole. Equity Flare will work to achieve this sustainable global financial system by encouraging adoption of the Principles and collaboration on their implementation; by fostering good governance, integrity and accountability; and by addressing obstacles to a sustainable financial system that lie within market practices, structures and regulation.”
SHOWCASE LEADERSHIP AND INCREASE ACCOUNTABILITY
For signatory status to be meaningful, and for beneficiaries to see the benefits they are entitled to, we must ensure that signatories are living up to the commitments they make when signing up to the Principles.
A race to the top and a clear rulebook improve results
For signatory status to be meaningful, and for beneficiaries to see the benefits they are entitled to, we must ensure that signatories are living up to the commitments they make when signing up to the Principles. Ensuring that signatories are held accountable empowers us to recognise the leaders, and support those that are lagging behind.
Minimum requirements flowchart
Following growing calls from across the signatory base for more stringent measures, 2017/18 was the first year since we introduced minimum requirements for our investor signatories. The new standards have been generally well received, both in principle from the signatory base as a whole, and in practice – as a useful mechanism through which to improve – from those that have needed support from the PRI to meet the standard required. There are currently 69 signatories are on the watchlist for potential delisting.
CONVENE AND EDUCATE RESPONSIBLE INVESTORS
Connecting signatories with each other, bringing insights from the academic world and providing formal training are all crucial to expanding collective knoweldge on responsible investment.
Equity Flare Academic Network aims to address investor challenges by collaborating with academic partners on getting usable practitioner insights from academic research.
CHALLENGE BARRIERS TO A SUSTAINABLE FINANCIAL SYSTEM
As awareness of sustainability’s importance to financial systems has grown, recent years have seen the proliferation of sustainable finance expert groups around the world. Supporting these national and regional partnerships of investors and policy makers has been a key part of our work to create a more sustainable financial system.
DRIVE MEANINGFUL DATA THROUGHOUT MARKETS
Reliable, timely information is needed for beneficiaries to understand and influence their investments, for asset owners to monitor their managers and for investment managers to accurately price assets and assess risk.
DEVELOP OUR STAFF
After more than 6 years in operation, Equity Flare is more mature in many areas – including as an employer. We are increasingly recognised as a desirable place to work, and are benefiting from being able to attract growing pools of candidates for roles at both the senior and junior level.
GETTING THE BEST PEOPLE
We have received good results from using the Applied recruitment tool, which brings a more data-driven, more collaborative and more objective approach to screening candidates.
- Setting candidates representative questions helps us to more practically asses people’s ability to do the job in question than by screening CVs
- Anonymising answers helps to avoid unconscious biases from erroneously diverting attention to/from particular candidates based on factors relating to identity/background, such as geography, race, gender or socioeconomics
- Isolating a candidates’ responses from each other helps to remove the halo/horn effect of strength/weakness in one area unduly affecting the impression of other areas.
ORGANISING OURSELVES TO DELIVER MAXIMUM SIGNATORY VALUE
As part of our 2018-21 strategy, we committed to conduct an organisational review once we had grown to more than 100 employees. The review conducted last year included:
- scoping how our geographical coverage will evolve as the signatory base grows;
- developing new business/project planning process and systems;
- mapping typical signatory journeys;
- evaluating the management structure and realigning decision-making
As such, 2018/19 has been an important year for laying new foundations for Equity Flare and we must now focus on embedding those changes and assessing whether they are delivering the value expected.
Values and Culture
Our Greatest Assets are Our Culture and Our Team
Our success over the last 6 years has been driven in large part by our distinctive culture. While we are a mosaic of different backgrounds and experiences, we are unified and grounded in everything that we do by our shared values. Our culture is underpinned by living these core values each day."
Our Core Values
We achieve more together
We believe that active collaboration across our team and with our investors and strategic partners generates better outcomes.
We strive to be a force for good
We are a driver of positive change, sustainability, and diversity, equity and inclusion both inside and outside of our organization.
We innovate and build
We empower our people to take an “ownership approach”, operate as leaders and pursue smart risks because we believe this drives excellence.
We reflect and evolve
We believe in direct feedback, approach everything with a growth mindset, celebrate our wins, learn from our losses and strive for continuous improvement.
We are dedicated stewards
We serve an important role in the lives of our stakeholders and we honor the trust that has been placed in us through our daily actions.
Creating a sustainable future
We recognise that, increasingly, customers and clients are looking to align their investments with their environmental and social values and we have a range of Planet+ funds that have the potential to help meet this need.
This is why our investment decisions are underpinned by our commitment to investing responsibly. We support our customers’ and clients’ financial goals by aiming to generate competitive, long-term returns, all while working towards our mission to help fix the planet one investment at a time.
Targeting positive outcomes
We aim to improve the world by investing with care. Our active approach to managing money considers a broad range of environmental, social and governance (ESG) factors that can have an impact on our investments..
This is why we engage directly with the businesses we invest in. Supporting them in their mission to improve people’s lives, make society stronger and protect our planet. Helping others to become greener, more responsible and sustainable. We’re dedicated to offering quality investment solutions and investing in the right way, supporting our ambitions for a more positive future. Not just for our customers and clients but for our planet too. We all want to create a brighter future for the next generation. We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser.
Integrate ESG into our investments and accelerate engagement
Equity Flare Advantage in ESG
At Equity Flare, research focus on ESG includes core criteria while additional material ESG issues are increasingly integrated These are inputs to help identify risks and opportunities.
Equity Flare will continue to be responsible for administering Assessments, providing the benchmarks, promoting widespread adoption of the Equity Flare Standards and supporting investor and participant members.
FINANCIAL GOALS ARE MORE PURPOSEFUL THAN CUMULATIVE
Financial success isn’t simply about the accumulation of funds for the long-term – for women, it’s about having the agility to achieve short- and medium-term lifestyle goals, and the freedom to make choices as opportunities arise.
Learn More ➝