Smart Beta


Diversified Risk Equity Smart Beta strategies seek to efficiently capture the risk premia associated with long term factor exposures. We use a proprietary Risk Parity portfolio construction methodology which allows us to capture the factor return premia efficiently while avoiding unintended factor exposures. This methodology yields high upside participation when there is a positive payoff to the factor and low downside participation when the factor has a negative payoff. The following are a list of the products we currently offer in this space:

  • Diversified Risk Equity Multi-Factor Global
  • Diversified Risk Equity Multi-Factor Emerging Market
  • Diversified Risk Equity Low-Volatility ACWI
  • Diversified Risk Equity Low-Volatility Global
  • Diversified Risk Equity Low-Volatility S&P500
  • Diversified Risk Equity High Dividend Global

For more information on this strategy, please click here