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