Investors have in recent years turned to smart beta strategies as a way to generate above-market returns while capturing the low-cost, simplicity and transparency benefits of index-based investing.
One of Asia’s largest banks sought to offer smart beta products to its asset owner clients to tap growing demand and meet their investment needs. Despite its longstanding experience in developing active strategies, the bank lacked the capabilities to design and manage sophisticated indices.
Working in conjunction with the client, we devised a series of co-branded indices that offer investors a spectrum of strategy tools, each one with specific optionality that gives them versatility and flexibility in constructing their passive portfolios. We also provided full support in index development and management, allowing the bank’s end-users to benefit from our strength and experience, and from the objectivity and neutrality of having a third-party index provider.
The Qontigo Advantage
Experience in designing liquid, rules-based indices that suit a variety of investment goals
‘Open architecture’ philosophy allows us to work with the leading data providers, including local data sources
Our indices respond to specific client needs, and we work together with stakeholders in every step of the process to design solutions that are viable and efficient from a trading perspective