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    1. 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

    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
    • Alternatives
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