Smart Beta & Factor Investing

Smart beta and factor investing strategies have been developed by academic experts and practitioners to address the two main limits of traditional market capitalization weighted indices. Firstly, these indices do not adequately capture rewarded risk premia. Secondly, risk tends to be concentrated in few stocks or sectors. In response, different approaches have emerged with the objective to outperform and/or optimize risk vs cap-weighted indices. Even if there is no widely accepted definition, these Smart beta strategies generally cover risk-efficient solutions and factor investing.

10 years

track
 record

 >28 bn €

of assets under
management1

 

 1. Amundi ETF, Indexing & Smart Beta as of 30/09/2023

Smart Beta & Factor Investing by Amundi

In a context of more frequent equity market shocks and higher volatility, investors are looking for new solutions providing robust performance and controlled - even exploited - risks.

In order to answer these new needs, Amundi offers a complete range of Smart Beta & Factor Investing solutions, managed by a team of dedicated experts.

Related investment expertise

This information is exclusively intended for “Professional” investors within the meaning of the MiFID Directive 2004/39/EC of 21 April 2004, and articles 314-4 and following of the General Regulations of the AMF. It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act.

This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”).

Investing involves risks. The performance of the strategies is not guaranteed. In addition, past performance is not in any way a guarantee or a reliable indicator of current or future performance. Investors may lose all or part of the capital originally invested.

Potential investors are encouraged to consult a professional adviser in order to determine whether such an investment is suitable for their profile and must not base their investment decisions solely on the information contained in this document. 

Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi, for any third person or entity in any country or jurisdiction which would subject Amundi or any of its products to any registration requirements within these jurisdictions or where this might be considered unlawful. 

This information is provided to you based on sources that Amundi considers to be reliable, and it may be modified without prior warning.