We can help you with factor guidance or deconstructing your portfolio to assess which factors are contributing return. From bespoke indices, custom-tilted or multifactor approaches, access to commercial products or the very latest ETFs, we can help you leverage the benefits of smart beta in your portfolio.
Extensive research has shown that factors drive returns. In fact, between 50% and 80% of a portfolio’s excess return can be attributed to exposure to specific factors, such as low volatility or size.
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