Combine fundamental research with efficient index exposure
Indexed ETF strategies provide predictable, cost-effective core solutions for investors looking to build efficient broad equity and bond market exposure. However, active alpha will have a key role to play in a world of heightened policy and geopolitical uncertainty, where greater return dispersion is expected across assets.
By blending active security selection with passive index exposure, our Research Enhanced Index (REI) ETFs seek positive alpha at low tracking error, providing highly efficient equity and corporate bond exposure that can be used to complement existing core portfolios, add diversification or to implement tactical views.
Introducing our Research Enhanced Index ETFs (REI ETFs)
Index-like equity exposure and stock-specific insight within a single cost effective solution that reflects the environmental, social and governance (ESG) considerations that increasingly matter to today’s long-term investors.
Each ETF has the SFDR Article 8 classification.
Index-like tracking error and active stock-level positioning, applied to customised sustainable benchmarks that are focused on sustainable companies, and which have decarbonisation targets that are aligned to the Paris Agreement.
Each ETF has the SFDR Article 9 classification.
Index-like corporate bond exposures in a cost-effective ETF wrapper, with targeted active positions that leverage the depth of our expertise in credit portfolio management, security selection and fundamental research.
Each ETF has the SFDR Article 8 classification.
Invest in the best of active and passive
Our REI approach works by taking lots of small active stock or bond positions based on our proprietary equity and credit research, while also keeping regional and sector exposures close to the index at all times to maintain a consistently low tracking error.
The goal is to maximise alpha generation from security selection and to minimise uncompensated index risks—all while maintaining an attractive fee.
Active ETF solutions for today’s markets
