QUANTITATIVE STRATEGIES FOR SMART BETA FUNDS

Smart indices

Institutional-style investment strategies to transform your smart beta fund ideas.

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RTR2XB2I
Peter Andrews

Smart Indices

Work with Thomson Reuters and leverage proprietary and premium content to transform and safekeep your smart beta fund ideas into a suite of unique, rules-based quantitative indices. We help you issue products that serve your clients’ needs and outperform core holdings in beta indices.

Content and features

Thomson Reuters exclusive content sources — I/B/E/S Estimates, StarMine analytics, Fundamentals, ESG, Economic Indicators, News Sentiment and more.

Wide range of weighting schemes — Construction and weighting on many strategies beyond common market capitalization using back-tested institutional-quality models provides investors with more ways to hedge and diversify.

Risk management flexibility — Investors can tilt risk/return profiles with indices that are designed to provide enhanced total return based on novel combinations of underlying constituents and factor overlays.

Examples of Indices we create with our clients

Clients work with us to create Smart Indices such as:

Fundamental — The Smart Indices family includes variations that draw upon research-based strategies. Fundamental data include company financials, qualitative ratings, country of risk, broker forecasts, industry and technical characteristics.

Predictive Stock Selection — Academically pure risk premia factors - such as volatility and momentum and well-regarded StarMine models, tracking analyst revisions, earnings quality and intrinsic value - enable Thomson Reuters indices to express non-traditional investment hypotheses.

Replication and Cross-Asset — Thomson Reuters indexation expertise is evident in innovative tools that apply structural overlays to add leverage, currency hedges and short selling factors to emergent investment areas and synthetically modeled combinations of traditional assets.

Thomson Reuters Smart Indices

Transform your smart beta fund ideas

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