In an era of benchmark concentration and high performance dispersion, investors face a fundamental question: track the market, or target outperformance by adding active risk that may lead to underperformance?
For many institutional and discretionary clients, passive investing has long been the go-to solution for efficient market exposure. Yet in today’s more complex, dynamic, and uncertain environment, passive strategies come with structural limitations. They offer no path to excess return, no ability to respond to market signals, and no insulation from inefficiencies embedded into the index.
BetaPlus, Nordea Asset Management’s (NAM’s) enhanced index family, provides a different answer.
What is BetaPlus?
Designed to deliver consistent excess returns with limited active risk’, BetaPlus solutions apply a disciplined, rules-based framework grounded in quantitative insights. For over 15 years, these strategies have offered a systematic approach that adapts to changing markets while maintaining control over risk. Today, this proven approach is trusted by institutional and discretionary investors across Europe and powers over €60 billion in BetaPlus assets’. For clients seeking cost-efficient, scalable equity exposure without surrendering the potential for alpha, Nordea’s BetaPlus may offer a compelling alternative.
Read the full ‘Sponsored Commentary’ now at the link below
Supporting documents
Click link to download and view these filesDo you want to track—or do you want to lead?
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