Stable alpha after costs with a low tracking error
Applying factors to provide an alternative to passive equity strategies
For investors interested in factor investing but reluctant to endure potential temporary underperformance, our Enhanced Index offering provides a solution. This book of interviews with renowned experts explains how factors help improve the risk-return profile of a portfolio.
Advantages of Enhanced Indexing
Passive investing has several advantages, such as efficient exposure to the market premium, predictable risk-return characteristics and low fees. Since 2004 our enhanced indexing strategies offer all the advantages of traditional passive investing, but strive to generate better returns than passive vehicles after costs, and integrate sustainability criteria as well as the latest academic research.
start of successful track record
EUR assets in funds and mandates
of tailor-made experience
*Please note that these figures apply to our Enhanced Indexing Equities strategies
Sustainable Enhanced Indexing
Excludes sustainability laggards
Integrates ESG in company selection
Aims to achieve significantly lower ESG risk rating relative to the benchmark
Targets substantially lower environmental footprints in three ways: carbon emissions, waste generation and water usage
Tailored solutions for specific needs
We can adapt to individual needs in terms of investable universe, risk-return profile and sustainability.
Read the article
Wilma de Groot
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Enhanced Indexing is a proven alternative to passive investing as it combines the benefits of this popular investment style with improved returns and sustainability