Global Low Beta Equity
|Inception date||Benchmark||Total strategy assets†||Product literature|
|October 31, 2012||MSCI World Index (ND)
MSCI World Minimum Volatility Index (ND)
|$151.0M (As of March 2019)||Strategy profile (PDF)|
The strategy seeks a total return comparable to MSCI World Index, but with lower volatility, over a full market cycle.
- Focus on pursuing strong risk-adjusted performance by implementing an active sector-neutral, region-neutral, and size-controlled process for low-beta stock selection
- A continuation of the Global Asset Allocation team's pursuit of superior risk-adjusted returns
- A veteran management team that has been managing equity portfolios since 2005
- A composite track record starting in 2012
Adrian H. Chan, CFA
Robert J. Schoen
Chief Investment Officer, Global Asset Allocation
†Assets may include accounts that are not reflected in the composite.
**No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. See the composite disclosures for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.