Lazard Launched New Europe Equity Advantage Fund
The asset manager has expanded its European investment offerings with a new UCITS-compliant equity vehicle.
Updated on Sept. 30, 2026 in Finance — General
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Lazard Asset Management has introduced the Lazard Europe ex-UK Equity Advantage fund. The new vehicle utilizes a quantitative management approach to provide targeted market exposure.
Why it matters
The fund aims to provide investors with a balanced style exposure while avoiding unintentional macroeconomic risks through a systematic selection process. It represents an expansion of the firm's existing platform reach.
The Lazard Equity Advantage team oversees $50.9bn in total assets across its suite of funds. This new UCITS vehicle joins a platform that has been active at the firm since 2007.
The players
Lazard Asset Management
This global financial advisory and asset management firm provides investment services to individuals, corporations, and governments.
Paul Moghtader
He serves as the head of the Equity Advantage team and manages the firm's quantitative investment strategies.
The details
The new fund employs a team-based management strategy that merges bottom-up stock selection with a quant-driven investment framework. This process is designed to maintain consistent style exposure for investors across European markets excluding the United Kingdom.
Timeline
The Lazard Equity Advantage team joined the firm in 2007.
The Lazard Europe ex-UK Equity Advantage fund launched in September 2026.
Market Dynamics
This launch follows a broader industry trend toward adopting UCITS-compliant quantitative strategies for European equity mandates. It reflects the continued effort by large asset managers to automate risk mitigation while scaling platform assets in the European market.
Investors now have access to a new quantitative product designed for European equity exposure with specific risk-mitigation features. This expands the options available to those seeking to diversify their portfolios through the firm's established Equity Advantage Platform.
The takeaway
This new fund structure highlights the growing industry reliance on quant-based processes to strip away unwanted macroeconomic noise. Investors should review how this fund's systematic approach aligns with their specific risk tolerance and long-term equity goals.
Further reading
Learn more about evolving investment strategies in the Finance — General section.
Source note: This article includes information reported by Portfolio Adviser.
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