Vinva

Name

Vinva

Legal name

Vinva Investment Management Limited

Website

https://vinva.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Active Equity Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Quantitative/Systematic Equity (Active) (FSAAAIAL)

akta.pro secondary industries

Global Equity (Active) (FSAAAIAD), Long/Short Equity & Market Neutral (Active) (FSAAAIAK), Large-Cap Equity (Active) (FSAAAIAA)

Keywords

• Active equity management
• Systematic quantitative investing
• Global equities fund management
• Portfolio construction research
• Institutional asset management

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Fund Management Fees: Management fees charged on assets under management across Vinva's range of global equity funds including Vinva Global Equity Fund, Vinva Global Equity Alpha Extension Fund, Vinva Australian Equity Fund, and Vinva Australian Equity Alpha Extension Fund
2. Performance Fees: Performance-based fees on investment returns; the transfer from Magellan notes fees were reduced and performance charges eliminated for those funds, though Vinva's standard structure may include performance fees

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Vinva Investment Management manages active equity strategies (long-only and long-short) across global markets using a proprietary systematic investment platform and quantitative research process. The firm offers four core fund products covering global and Australian equities, applying proprietary stock return forecasts and dynamic portfolio construction across 45+ countries and 15,000+ companies. Revenue is generated through management fees on assets under management and performance-based fees on investment returns.

Product overview

Vinva offers a suite of actively managed equity funds across Australian and global markets. The core portfolio consists of four main fund products: the Vinva Global Equity Fund and Vinva Global Equity Alpha Extension Fund (for global market exposure), and the Vinva Australian Equity Fund and Vinva Australian Equity Alpha Extension Fund (for Australian market exposure). All funds employ a proprietary systematic quantitative investment approach designed to generate consistent alpha (investment outperformance) across market cycles. The funds are accessible to institutional investors via Information Memorandum or segregated mandates, and to Australian retail investors through Magellan as distribution partner.

Differentiator

Problem solved

Functional benefit

Brands

• Vinva Global Equity Fund: Global equity fund with benchmark MSCI All Country World ex Australia ex Tobacco ex Controversial Weapons Index (AUD)
• Vinva Global Equity Alpha Extension Fund
• Vinva Australian Equity Fund
• Vinva Australian Equity Alpha Extension Fund

Products and services

• Vinva Global Equity Fund An actively managed global equity fund that seeks to outperform the MSCI All Country World ex Australia ex Tobacco ex Controversial Weapons Index (AUD) over rolling 3-year periods after fees, using Vinva's proprietary systematic quantitative investment approach. Targeted at institutional investors and Australian retail investors (via Magellan distribution partner).
• Vinva Global Equity Alpha Extension Fund A global equity strategy with extended alpha capabilities, benchmarked against the MSCI World ex Australia ex Tobacco ex Controversial Weapons Index (AUD). Designed for institutional clients seeking enhanced returns through systematic alpha extension strategies applied across global equity markets.
• Vinva Australian Equity Fund An actively managed Australian equity fund seeking to outperform the S&P/ASX 300 Accumulation Index using Vinva's proprietary systematic quantitative investment approach. Available to institutional investors via segregated mandates and to Australian retail investors and financial advisers via Magellan as distribution partner.
• Vinva Australian Equity Alpha Extension Fund An Australian equity strategy with extended alpha capabilities, benchmarked against the S&P/ASX 300 Accumulation Index. Designed for institutional clients seeking enhanced return profiles through systematic alpha extension strategies applied to the Australian equity market.

Quantifiable outcome

• 30+ years of consistent investment outperformance track record
• +2 more outcomes

Named customers1 record

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Six partnerships are on record, tiered core and supporting.

• Institutional Shareholder Services (ISS)coreTechnology or IntegrationISS provides proxy voting research and executes proxy voting on behalf of Vinva's global pooled funds and global mandate clients, in accordance with ISS's global voting guidelines. Also undertakes engagement with global investee companies on behalf of Vinva's clients, focusing on human rights, labour rights, environment, net zero and corruption themes.
• Ownership MatterssupportingTechnology or IntegrationProvides proxy voting research reports for each meeting for Australian companies, informing Vinva's voting decision-making alongside their own voting policy.
• CGI Glass LewissupportingTechnology or IntegrationProvides proxy voting research for meetings considered more complex or contentious, supplementing Vinva's internal analysis.
• Climate Action 100+supportingStrategic or Co-development PartnerVinva is a signatory and contributing investor to Climate Action 100+, an investor-led initiative with 700+ investors globally and over US$68 trillion in assets, focusing on ensuring the world's largest corporate greenhouse gas emitters take necessary action on climate. Vinva participates in collaborative engagements with focus companies.
• Principles for Responsible Investment (PRI)supportingStrategic or Co-development PartnerVinva is a signatory to the PRI's six key principles for responsible investment, incorporating ESG issues into investment analysis and decision-making processes, active ownership practices, and reporting on activities.
• Climate Action 100+supportingStrategic or Co-development PartnerVinva supports and demonstrates the 6 key principles of the PRI in their investment approach.

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Emerging players

• Lazard Asset Management: Global active asset manager with systematic and quantitative capabilities serving institutional clients. Comparable institutional client base and global equity product, though broader and more diversified in style than Vinva.

Direct peers

• AQR Capital Management: Quantitative asset manager offering systematic long-only and long-short global equity strategies built on proprietary factor research. Directly comparable product category, business model and reliance on quantitative edge.
• Dimensional Fund Advisors: Global systematic equity manager applying quantitative research and academic finance principles to build portfolios across thousands of stocks. Highly comparable operating model, product set and target institutional/financial-adviser client base.
• Acadian Asset Management: Boston-based systematic active equity manager offering global, international and country-specific strategies using quantitative models. Closely comparable product offering, AUM tier and institutional distribution.
• Allspring Global Investments: Multi-affiliate global asset manager with a strong systematic equities franchise. Comparable in offering systematic and active global equity strategies to institutional clients globally.
• Magellan Financial Group: Australian-based active global equity manager that transferred $5.3bn in global equities funds to Vinva in 2026 and now holds ~23% ownership in Vinva while serving as its Australian retail distribution partner. Highly comparable in client base, geographic focus and product category.
• Man Numeric: Systematic equity manager (subsidiary of Man Group) running quantitative global and regional equity strategies with alpha-extension capabilities. Highly comparable product line, including 130/30-style mandates.

Regional players

• Pendal Group: Australian-based active investment manager offering Australian and global equities strategies. Comparable Australian institutional and adviser client base, though product mix is broader and includes fixed income and multi-asset.
• Vontobel Asset Management: Swiss-based active asset manager running systematic and quality-tilted global equity strategies. Comparable product focus though primarily distributed to European institutional clients rather than Australian/Asia-Pacific.

Broad incumbents

• BlackRock (Scientific Active Equity): Global asset manager whose Scientific Active Equity (SAE) team competes directly with Vinva in systematic global equity. Many of Vinva's senior leaders (Waked, Burt, Lo, Goddard, Grinold, Malin, Cochrane) previously led or built BGI/BlackRock's active equity franchise.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/vinva-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vinva