What is Enhanced Indexing?

Enhanced Index strategies can be a risk-controlled and cost-effective way to achieve market-like risk with the potential to generate modest excess returns.

Why consider Enhanced Index strategies?

Aimed at investors looking for a cost-effective exposure to equities with low active risk, the strategy combines the benefits of passive investing with the best of active investing.

Our approach to Enhanced Indexing

Using our multi-factor investment insights, we build portfolios that are restricted in their ability to deviate significantly from the benchmark along key risk dimensions. We only invest in stocks from the benchmark and tightly constrain divergence from benchmark weight in the largest index names. We seek to generate excess return through more active positions in smaller index names. Since 2000 we have been managing Enhanced Index strategies both globally and regionally for our clients.

This page is for informational purposes only and does not constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services and should not be considered as a solicitation or as investment, legal or tax advice. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.