State Street Global Advisors case study

Smart beta for DC

Published by : State Street Global Advisors

Investors are now more convinced of the benefits of both Smart Beta and ESmart beta strategies aim to isolate factors that have been shown to outperform market-cap-weighted indexes over time. Rather than simply weighting stocks by their market capitalization, these indexes are constructed to identify specific factor exposures that are believed to drive investment returns.


Smart beta strategies allow schemes to target the underlying drivers of investment return that were once the sole preserve of active managers — all in a cost-effective, easy-to-implement solution.

Published:26 March 2018

Business Area: Defined Contribution Pensions

Type: Portable Document Format (.pdf)


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