Global Enhanced Index

Our Enhanced Index strategy aims to deliver an incremental excess return above a passive index core.

This combines the low cost and market exposure benefits of passive investing with sophisticated investment techniques which seek to add value through a diverse, multi-strategy approach. These active strategies seek to benefit from small market inefficiencies and are divided into Fundamental, Event Driven, Liquidity and Relative Value. The strategies have long-term, proven track records and benefit from low correlation; the resulting diversification benefit enables value to be added with only incremental additional risk. This provides an alternative enhanced index process with well managed downside risk


Philosophy

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This strategy should appeal to an investor who wants low cost exposure to a passive index, but who recognises that there are opportunities where active strategies can consistently benefit from market inefficiencies"

David Elms, Head of Diversified Alternatives

Why?

  • Aims to combine the low cost and market exposure benefits of passive investing with incremental added value
  • Four low correlating strategies diversify the excess return
  • Long-term, proven track record
  • very experienced investment team
  • Aims to provide an alternative enhanced index process with well managed downside risk

This website is for financial promotion purposes and is not investment advice.

Management

Diversified Alternatives Team

Diversified Alternatives Team

Centred on the philosophy that investors are compensated for bearing economic risk, our Diversified Alternatives platform focuses on solutions for clients over products. Led by David Elms, the team has a global presence and its investment capabilities cover the span of complexity of alternative investments.


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