The BETA Strategies

BETA are multi-asset strategies built on the risk-parity principle.

Multi-asset Exposure

More than simply combining stocks and bonds. BETA Strategies offer truly diversified exposure to a broad number of asset classes.

Quantitative Driven Allocation

Allocations are meticulously calculated to provide an equity-like return over the long run with proven downside protection.

Disciplined Risk Management

Risks are managed based on the time-tested risk-parity framework. Volatility is balanced across asset classes to maximize diversification and reduce bias towards any economic eventuality.

BETA 11

At a targeted volatility of 11%, unlevered, the strategy aims to deliver superior return over the Classic 60/40 asset mix with comparable volatility.

BETA 17

At a targeted volatility of 17%, moderately levered, the strategy aims to deliver superior return over the S&P 500 with comparable volatility.

EAM Mandates

Have a particular preference? Let us know and see if we can tailor a plan specific to your needs — while still benefiting from our robust risk management model and deep market understanding.

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