Royal London Asset Management’s Matt Burgess on passive and quant equities
INTERVIEWSERIES
Matt Burgess, Head of Quantitative Equities, Royal London Asset Management
November 2026
Podcast
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In this exclusive interview, Matt discusses how the conversation around sustainability in equities investing has evolved as investors have faced growing challenges with achieving their sustainability objectives. He also covers the challenges investors face with balancing sustainability objectives with diversification, risk and cost. Matt explains how investors can utilise quantitative techniques to identify long-term risks and opportunities in navigating equity markets and the drivers behind growing interest among institutional investors in equity solutions that sit between traditional active and passive strategies.
Watch the full interview where we ask Matt:
How has the conversation around sustainability in equities investing changed in recent years?
What risks does focusing too heavily on historical ESG data pose to equities investors’ portfolios?
How are data and quantitative techniques helping investors identify long-term risks and opportunities in navigating equity markets?
What is the biggest challenge equities investors face when balancing sustainability objectives with diversification, risk and cost?
What is driving the growing interest among institutional investors in equity solutions that sit between traditional active and passive strategies?
Matt Burgess, Head of Quantitative Equities, Royal London Asset Management
Matt has been a senior member of the equity fund management team since joining Royal London Asset Management (RLAM) in May 2016 and has driven the expansion of RLAM’s quantitative equity capability. His team are responsible for the design, implementation and management of RLAM’s enhanced index strategies and equity solutions in addition to providing quantitative support to the broader active equity franchise. Matt has over 20 years’ experience in equities in senior roles on both the buy and sell side.
Prior to joining RLAM Matt was a Director in Citigroup’s Global Quantitative Research team, advising large institutional clients on the design and strategic implementation of systematic strategies. Before Citigroup he held a similar role at JP Morgan in Quantitative Equity research and strategy. Matt and his team designed and implemented the successful Global Enhanced Equity and US Equity strategies and provide the centralised infrastructure from which both the Quantitative and Global Equity teams manage over £50 billion of assets.
Matt has a BSc in Management Sciences from the University of Southampton.
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