Advanced Beta Comes of Age

An Institutional Investor Sponsored White Paper

Departing from the traditional cap-weighted index model, Advanced Beta is indexing re-engineered on a variety of underlying risk factors.Based on a survey of 300 institutional investors throughout North America and Europe, State Street Global Advisors’ research report Beyond Active and Passive: Advanced Beta Comes of Age explores the potential benefits and challenges of Advanced Beta investing:

  • How are your peers currently implementing Advanced Beta strategies and how they plan to in the future
  • Why are institutions considering a multi-factor approach
  • What risks and barriers investors may face

With more than $70 billion invested in 60 different equity and fixed income Advanced Beta Strategies², State Street Global Advisors is one of the world leaders in Advanced Beta solutions for institutional investors.

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