Customized Beta Strategies

We provide beta-related solutions customized to specific client needs.
1

Key Investment Solutions

Beta replication and hedging services: Derivatives-based strategies and solutions, such as benchmark replication, strategic beta management, duration extension and exposure to credit, currency and options-based hedging and dynamic risk management.

Rules-based portfolios: Solutions that seek to add value through security selection based on simple and transparent rules, rather than on capitalization-weighted benchmarks.

Tax-advantaged core strategies: Indexing that seeks to provide enhanced after-tax returns for individual and corporate investors.

Customized indexing: Strategies that seek returns that are similar to a benchmark, while accommodating various client-specified requirements.

 
2

GSAM Approach

Extensive experience in:

  • Structuring beta delivery and other customized solutions.
  • Trading across all asset classes and exchange traded and OTC instruments (e.g., equities, bonds, currencies, futures, options, swaps, commodities, etc.)
  • Analyzing and structuring complex transactions.

Robust execution capabilities:  Includes a broad network of direct and electronic counterparty relationships and algorithmic trading platforms.

Rigorous risk management: Strong focus on minimizing tracking error.

Cost-efficient: Strong focus on minimizing transaction costs.

Broad access: Leverage deep resources of independent groups across GSAM.

 

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