Strategies & Capabilities

State Street Global Alternative Beta Strategy

Hedge funds can help provide strong risk-adjusted returns, diversification benefits, and less susceptibility to equity market drawdowns. But they can also include high fees, little transparency, alpha cyclicality, and poor liquidity.

Reinventing Hedge Fund Investing

Building on our legacy in indexing and our commitment to delivering innovative solutions for investors, our Global Alternative Beta Strategy was designed to gain access to Hedge Fund Beta in a cost-efficient, transparent, and liquid manner.

Why Hedge Funds

+ Risk-Adjusted Returns
+ Downside Protection
+ Diversification
- High Fees
- Illiquidity and Operational Complexity
- Alpha cyclicality

Why Hedge Fund Beta

Academic research has shown that Hedge Fund exposure can be replicated using market factors.

Why State Street Global Advisors

Beta is our core business
Experienced investment team
Systematic, transparent and cost-efficient Hedge Fund Beta strategy

Mastering Hedge Fund Beta

What is Hedge Fund Beta?

Frédéric Dodard, CFA, FRM, Senior Managing Director, Head of Portfolio Management – EMEA

Strategy Follows a 4-step Investment Process

Andrew Wickham, CFA, Senior Investment Manager

How Investors use Hedge Fund Beta Strategies

Daan Vollemaere, Vice President, UK Sales and Strategic Partnerships

Our Strategy

Our Global Alternative Beta Strategy was designed to gain access to Hedge Fund beta in a cost-efficient, transparent, and liquid manner, building on our indexing legacy and commitment to innovation for investors.

Learn more

Our Latest Thinking

A Beta Proxy for Hedge Funds

Hedge funds offer diversification and compelling risk-adjusted returns to investors, but their illiquid nature and high cost structures can pose challenges. We look at ways to navigate these obstacles when starting to invest in hedge fund strategies or when optimizing existing allocations.

Disclosure

Information Classification: General Marketing Communication.

For investment professional use only.

Belgium: State Street Global Advisors Belgium, Chaussée de La Hulpe 185, 1170 Brussels, Belgium. T: +32 2 663 2036. State Street Global Advisors Belgium is a branch office of State Street Global Advisors Europe Limited, registered in Ireland with company number 49934, authorised and regulated by the Central Bank of Ireland, and whose registered office is at 78 Sir John Rogerson’s Quay, Dublin 2.

Ireland: State Street Global Advisors Europe Limited is regulated by the Central Bank of Ireland. Registered office address 78 Sir John Rogerson’s Quay, Dublin 2. Registered Number: 49934. T: +353 (0)1 776 3000. F: +353 (0)1 776 3300.

Netherlands: State Street Global Advisors Netherlands, Apollo Building 7th floor, Herikerbergweg 29, 1101 CN Amsterdam, Netherlands. T: +31 20 7181 000. State Street Global Advisors Netherlands is a branch office of State Street Global Advisors Europe Limited, registered in Ireland with company number 49934, authorised and regulated by the Central Bank of Ireland, and whose registered office is at 78 Sir John Rogerson’s Quay, Dublin 2.

United Kingdom: State Street Global Advisors Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No. 2509928. VAT No. 5776591 81. Registered office: 20 Churchill Place, Canary Wharf, London, E14 5HJ. T: 020 3395 6000. F: 020 3395 6350.

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