Strategic Beta

Mutli-Factor models designed for risk mitigation or return enhancement. These models are designed with customisable constraints allowing clients to create portfolios specific to their risk and return needs. Core to our belief with strategic beta is that portfolio risk characteristics should not be too dissimilar to the beta index they are based upon. While any model can be customised to suit the clients needs and risk apetite, by default we seek to create "beta" portfolios rather than more risk centric modelled alpha.