Smart Beta

Strategies

Smart Beta

Smart Beta

Bridging the gap between active and indexing, SSGA’s smart beta strategies are designed to help investors address a range of investment challenges.

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The Essence of Smart Beta*

  • Harness the common factors which drive returns across asset classes
  • Combine the outperformance potential of active management with the implementation advantages of index strategies
  • Target single factors to express a specific view, or invest in multi-factor strategy for a more diversified exposure

Smart Beta Across Asset Classes

  • Smart beta factors span both equities and fixed income, or can be used in multi-asset class solutions

A Knowledgeable Partner

  • World-class expertise designed to deliver across asset classes
  • Over 20 years of experience managing smart beta portfolios.
  • More than $102 billion in smart beta AUM.**

 

*Smart Beta - Smart beta defines a set of investment strategies that emphasize  the use of alternative index construction rules to traditional market capitalization based indices.

**as of 11/30/2016

Latest Thinking

Smart Beta

Latest Smart Beta Insights

Our dedicated smart beta site shares case studies, expertise and the latest research on smart beta portfolio implementation.