Using Systematic Equity Strategies

Irrespective of their investment process, all managers need to understand their risk exposures, build efficient portfolios and differentiate themselves from their competitors.

Please join us for a webinar where we will discuss the role of Systematic Equity Strategy (SES) factors in global portfolios and show how active managers can use these factors to differentiate and enhance their investment processes.

Agenda Topics

• Why SES factors matter to active managers
• A survey of the global SES factor set available to investors through the Barra Global Total Market Equity Model
• Uses for SES factors:

1. Granular attribution of risk and return in active portfolios including better monitoring of exposure to crowded strategies
2. Getting exposure to SES factors through factor tracking
3. Enhancing a fundamental or quantitative investment strategy