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.

Smart Beta

Smart Beta: Why Now in Fixed Income

Smart Beta is broadening the toolkit for investors and challenging the accepted wisdom of how to successfully invest in fixed income markets.