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    1. Strategic Beta

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    Strategic Beta

    Improves the risk exposures of market cap weighted indices

    OUR APPROACH

    Strategic beta sits at the intersection of passive and active, combining active management insight with the discipline of rules-based investing in order to improve the risk exposures of market cap weighted indices. It combines active management to maximize diversification to uncompensated risks (regions and sectors) and seek exposure to compensated risk premia.

    Our strategic beta strategies provide long-only exposure to compensated equity and fixed income factors, offering solutions for investors looking for either a core or a more tactical portfolio allocation.

    Our strategies

    Multi-Factor Equities

    Provides core exposure to equity markets and seeks to improve risk-adjusted returns relative to traditional indices by diversifying risk across regions and sectors and screening securities through a multi-factor process.

    Single-Factor Equities

    Provides clients with targeted, single factor exposure within equities while avoiding undue concentration in individual securities.

    Fixed Income

    Improves upon traditional market cap-weighted fixed income by systematically applying liquidity and risk filters, and re-weighting the portfolio where applicable.

    OTHER BETA CAPABILITIES

    Our long/short alternative beta portfolios utilize factors to provide exposure to return sources that are diversifying to traditional asset classes.

    Alternative Beta >

    EXPLORE MORE

    Factor Views

    Amid tumultuous markets, factors generally had a positive quarter. Equity value, merger arbitrage and commodity factors all fared particularly well. We see an attractive outlook for equity factors, which remain historically cheap.

    Read more

    Long-Term Capital Market Assumptions

    Our in-depth, proprietary process provides 10- to 15-year risk and return projections for more than 50 strategy and asset classes.

    Read more
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