Skip to main content
logo
  • My collections
    View saved content and presentation slides
  • Logout
  • Investment Strategies
      Contact Us

      Investment Options

      • All Investment Strategies
      • Alternatives
      • Beta Strategies
      • Equities
      • Fixed Income
      • Global Liquidity
      • Multi-Asset Solutions

      Capabilities & Solutions

      • ETFs
      • Sustainable investing
    • Insights
        Contact Us

        Market Insights

        • Market Insights Overview
        • Eye on the Market

          Explore Eye on the Market, timely commentary that offers views on the economy, markets, and investment portfolios by Michael Cembalest.

        • Guide to the Markets

          The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

        • Guide to Alternatives

          Objective insights on alternatives industry trends, with charts and data across private equity, private credit, real estate, infrastructure and hedge funds.

        • Market Updates

          Read our weekly commentaries to get market insights that may help inform your investment strategy.

        • Podcasts

          Insights from Tai Hui, Chief Market Strategist, Asia, on what is happening in financial markets, from our Asia Pacific headquarters in Hong Kong.

        • Mid-Year Outlook 2026

          Global uncertainties abound: the Middle East conflict, central banks' response to returning inflation, U.S. policy shifts and the fast-changing AI landscape.

        • Guide to Investing in Asia

          The Guide to Investing in Asia explores the diverse economies, markets and investment trends across Asia, including Japan, India, China and Southeast Asia.

        Portfolio Insights

        • Portfolio Insights Overview
        • Alternatives

          We bring you insights based on our nearly 50 years of experience investing in alternatives and more than 800 alternatives professionals around the globe.

        • Asset Class Views

          Themes and implications from the Multi-Asset Solutions Strategy Summit to help guide your portfolio decisions.

        • Equity

          We highlight themes and implications from our equity team to help guide your portfolio decisions.

        • ETF Perspectives

          Insights from J.P. Morgan Asset Management’s ETF research, with data and commentary on current topics across ETF classes and strategies.

        • Fixed Income

          We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.

        • Sustainable Investing

          Sustainable Insights

        • Strategic Investment Advisory Group

          Factors extended gains in Q2, led by equity momentum. Value and quality look inexpensive, and diversification matters more than ever.

        ETF Insights

        • ETF Insights overview
        • Guide to ETFs

          Explore J.P. Morgan Asset Management’s ETF investing guide with insights on ETF market trends and best investing practices for smarter portfolio decisions.

        • ETF Perspectives

          Insights from J.P. Morgan Asset Management’s ETF research, with data and commentary on current topics across ETF classes and strategies.

      • Resources
          Contact Us
          • All Resources
          • Center for Investment Excellence Podcasts
          • Insights App
          • Library
          • Multimedia
        • About Us
            Contact Us

            About us

            • Overview
            • Spectrum: Our Investment Platform
            • Our Leadership Team
            • Our Commitment to Research
          • Contact Us
            • My collections
              View saved content and presentation slides
            • Logout
          • Financial Professional Login
          Log in

          <p>Quantitative Beta Solutions</p>

          Strategic beta and alternative beta solutions that seek to provide

          portfolio diversification and risk-adjusted returns.

          1. Home | Financial Advisers
          2. Investment Strategies

          Our approach

          Building robust strategic beta and alternative beta portfolios demand skills beyond those needed for the management of traditional market cap-weighted strategies. That’s where the expertise of our specialist Quantitative Beta Solutions team really proves its worth.

          Expertise

          A highly experienced investment team with a long track record managing factor-based strategies and the resources to maintain a robust quantitative research agenda.

          Process

          An integrated approach combining quantitative research and portfolio management capabilities with an embedded technology platform and world-class trading team.

          Results

          A range of strategic beta and alternative beta solutions designed to boost diversification and provide the potential to enhance risk-adjusted returns.

          Access the power of factor-based investing

          Factors are a description of risk that can be used to deconstruct investment returns, within and across asset classes. Certain factors are backed by a strong economic rationale and are expected to provide positive returns over the long term. These compensated factors include traditional asset class risk premia, such as equity beta or duration, as well as strategic beta factors like value, momentum, carry and quality.

          access-the-power-of-factor-based-investing

          Quantitative Beta