What if there was a way to invest in a strategy which looks and feels like an indexing strategy yet has the potential to outperform its benchmark after-fees?
Research enhanced index strategies operate exactly as their name suggests; they target positive excess returns versus their respective index at low active risk and in a cost effective manner
In our latest article J.P. Morgan Asset Management lead portfolio manager for global and international research enhanced index (REI) strategies, Piera Elisa Grassi, explains how these strategies aim to deliver positive alpha with a risk profile similar to the benchmark.