INTELLIGENT BETA

Portfolio with varialbe exposure to S&P500

The Challenge

The goal of intelligent beta is to obtain alpha, lower risk or increase diversification compared to traditional active management and index investing. It seeks the best construction of an optimally diversified portfolio.

Intelligent beta strategies seek to passively follow indices, while also considering alternative weighting schemes such as volatility, liquidity, quality, value, size, momentum or investment universe.

The Solution

Smart beta defines a set of investment strategies that emphasize the use of alternative index construction rules to traditional market capitalization-based indices, and emphasizes capturing investment factors or market inefficiencies in a rules-based and transparent way.

Wealth Managers can take advantage of our technology and know-how to design highly customized financial products that trade 100% autonomously on their own custodian / brokerage accounts, as instructed by algorithms, all without need of human intervention.

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High Return

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Lower Volatility

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Correlation

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Better Sharpe Ratio

The Result

The result is a portfolio with market beta but, thanks to the variable exposure to market, a better and more stable performance along the time.

We Rethought Everything

Interested In Working With Us?

INTELLIGENT BETA

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