angle-left null Strategic Beta - Emerging Markets Equity

Strategic Beta - Emerging Markets Equity

Active Equity Smart Beta Emerging Markets
  • Benchmark MSCI EM-ND
  • Inception Date September 2014

Strategy Overview

The Strategic Beta Equity Strategy uses a multi-factor approach that seeks to capture certain risk premia that we regard as persistent, while using other factors for diversification purposes. Our investment process aims to capture value, as represented by certain fundamental metrics, as a risk premium. The process also aims to benefit from exposure to both earnings growth and earnings quality. Exposure to earnings growth acts as a complement to value, which we believe has the ability to capture the growth in company earnings and avoids the value trap, where a company is attractively valued but unlikely to generate significant future earnings growth (or earnings, in certain cases). Holding stocks with high earnings quality may result in exposure to companies with more sustainable profitability; such stocks tend to exhibit lower overall volatility.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.