20-09-2024 · Insight

The smarter alternative: Enhanced Indexing

Investors continue to switch to passive investing strategies for their core allocations. But do passive strategies contribute enough to meeting investors’ objectives? Enhanced indexing offers a smarter alternative, combining the broad market exposure and low costs of passive strategies with the potential for outperformance. By integrating advanced techniques such as machine learning as well as sustainability considerations, enhanced indexing is designed to deliver superior risk-adjusted returns while addressing the limitations of traditional passive approaches.

Download the publication


    Authors

  • Jan de Koning - Head of Quant Client Portfolio Management

    Jan de Koning

    Head of Quant Client Portfolio Management

  • Lusanele Magwa - Investment Specialist

    Lusanele Magwa

    Investment Specialist

  • Dijana Kostic - Client Portfolio Manager

    Dijana Kostic

    Client Portfolio Manager

Our publication, ‘The smarter alternative: Enhanced Indexing,’ delves into how this strategy can optimize core equity and credit allocations. We explore its key benefits, including improved returns, efficient risk management, and better sustainability profiles. Download the publication to learn how enhanced indexing can help you meet your objectives in today’s complex investment landscape.

2024-booklet-quant.gif

Optimize your core portfolio with Enhanced Indexing

Discover why Enhanced Indexing is the smarter choice for core allocations. Download our latest publication to learn how it can help your performance in today’s market.


Download the publication

Stay informed on our latest insights

Receive our Robeco newsletter and be the first to read the latest insights.

Stay updated

Important information

The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong. This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.