Analytic U.S. Low Volatility Equity

The Analytic Investors team has been managing factor-based investments for over 20 years and are pioneers in low volatility investing. The U.S. Low Volatility strategy employs a risk forecasting and optimization process developed by Analytic to achieve a more effective risk/return trade-off than a capitalization weighted approach. The strategy consists of long-only portfolios and is designed to reflect the performance characteristics of the Russell 1000 Index, while focusing on absolute risk reduction. The objective of the strategy is to maintain 20% to 30% less volatility than the benchmark while outperforming the index over a full risk cycle.

Strategy details

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