Strategies & Capabilities

Smart Beta

Research-led and experience-driven, our team brings practical expertise to delivering the best smart beta strategy design and execution.


Our Expertise


Target the Real Drivers of Return


Smart beta can help investors target better risk-adjusted returns and capture excess performance in a more cost-effective way.

Discover more about the smart beta factors that drive returns:

 








Smart Beta Strategies


We can help you with factor guidance or deconstructing your portfolio to assess which factors are contributing return. From bespoke indexes, 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.

More on Smart Beta Strategies


Our Latest Innovation


Our core factor approach combines multiple factors and optimizes them, providing broad diversification and maximizing the ability to outperform, all in one powerful, easy-to-implement package.


Meet the Team


Lynn Blake

CIO of Global Equity Beta Solutions

"We’ve been proponents of smart beta from the earliest days. The team’s indexing skills have helped us build smart beta products that are second to none. Our core factors strategy is a great example of how we’ve combined our indexing expertise and smart beta research to deliver the next generation in factor investing."


Emiliano Rabinovich

Senior Portfolio Manager, Global Equity Beta Solutions

"As smart beta strategies grow in popularity, we believe that efficient portfolio implementation will become paramount. We are well equipped to be the best implementers in the industry."


Jen Bender

Global Head of Research

"Here, we thrive on research and innovation. But not just for the sake of it, we’re interested in research that will directly, practically help provide better investment outcomes for our clients. Things like timing a smart beta allocation correctly can really make a difference to a portfolio."


Yvette Murphy

Senior Strategist, Global Equity Beta Solutions

"We thrive on collaborating with clients to deeply understand their unique investment objectives and requirements. We bring practical, real-life experience to the adoption of smart beta into portfolios, and around strategy design and execution."


Reinventing How Beta Funds Perform


What it Takes to Run an Index Fund

We know how important it is for the indexing component of our clients’ portfolios to deliver reliably. Discover why your next index investing meeting might be a lot shorter than you’d expect.

Read the Story