DISCOVER
What is Efficient Fixed Income Beta?
Clients have been telling us that they are not getting satisfactory fixed income returns from either their passive or active managers. Efficient Beta is a way of approaching this challenge, focusing on fixed income areas where it is possible to address these inefficiencies and deliver beta in a systematic and disciplined way.
It is important to first identify the inefficiencies. Where they are material there may be a solution. The goal for most investors is usually delivering the index which typically gets you top quartile performance but also doing it in a highly liquid and cost competitive structure.
Meet the team
The Efficient Fixed Income Beta team has over thirty years of experience managing fixed income portfolios and has been running efficient fixed income beta portfolios since 2012.
PAUL BENSON CFA, CAIA
Head of Systematic Fixed Income
STEPHANIE SHU CFA
Senior portfolio manager
SYED ZAMIL PHD
Senior Product Specialist, Efficient Beta
DEEPAK AGRAWAL
PHD
Head of Quantitative research,
Efficient Beta
IMPORTANT INFORMATION:
For sole and exclusive use by Institutional Investors, Accredited Investors and Professional Investors only. Not for further distribution. This is a financial promotion and is not investment advice. Any views and opinions are those of the investment manager, unless otherwise noted. The value of investment can fall. Investors may not get back the amount invested. BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation and may also be used to reference the corporation as a whole and/or its various subsidiaries generally. BNY Investments encompass BNY Mellon’s affiliated investment management firms and global distribution companies. Any BNY entities mentioned are ultimately owned by The Bank of New York Mellon Corporation. In Hong Kong, the issuer of this document is BNY Mellon Investment Management Hong Kong Limited, which is registered with the Securities and Futures Commission (Central Entity Number: AQI762). In Singapore, this document is issued by BNY Mellon Investment Management Singapore Pte. Limited, Co. Reg. 201230427E. Regulated by the Monetary Authority of Singapore (MAS). This advertisement has not been reviewed by the Monetary Authority of Singapore.
MC586-16-07-2025 (12M)
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