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  4. Alternative Beta

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Alternative Beta

Provides exposure to return sources that are uncorrelated to traditional asset classes

OUR APPROACH

Alternative beta strategies bring the advantages of alternative investing within reach for a wide range of investors. They provide access to uncorrelated return streams and enhanced portfolio diversification benefits in a systematic, liquid and transparent way.

With a public track record stretching back to 2009, we are pioneers in alternative beta investing. Today we offer a range of alternative beta solutions that enable investors to gain long/short exposure to compensated factors across asset classes, or to systematically capture bottom-up hedge fund factor exposures.

Our Strategies

Systematic Alpha

Captures returns from diversified hedge fund-specific factors within a single portfolio, while reducing the manager-specific risks associated with hedge fund investing by taking a systematic investment approach.

Diversified Risk

Systematically captures a diversified set of risk premia across asset classes, using factors as building blocks and risk parity as a portfolio construction methodology.

Managed Futures

Systematically isolates the beta component of the managed futures hedge fund style to generate returns in a variety of market environments and provide enhanced diversification benefits.

Equity Long-Short

Systematically takes long and short positions in individual equity securities to gain pure exposure to compensated factors within developed equity markets.

OTHER BETA CAPABILITIES

Our long-only strategic beta portfolios utilize weighting frameworks and/or factor screens to improve on the outcomes provided by traditional beta strategies.

Strategic Beta >

EXPLORE MORE

Factor Views 4Q 2019

Factor performance was positive, on balance, recovering from a weak second quarter despite continued trade tensions and evolving monetary policy.

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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
Alternatives
J.P. Morgan Asset Management

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The value of investments may go down as well as up and investors may not get back the full amount invested.

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