Enhanced Index investing
Combine the benefits of active and passive equity investing
Key takeaways
Low-cost core market access
Explore enhanced index for cost-effective core equity exposure.
Systematic alpha potential
Quantitative investment approach targets consistent excess returns.
Experienced quants team
Over 20 years managing systematic investment strategies.
What is Enhanced Index investing?
Enhanced Index is a systematic investment approach blending the strengths of active and passive equity styles. Thanks to a quantitative investment process, Enhanced Index delivers the diversification and cost-efficiency of passive index funds, while aiming for active outperformance potential. Investors gain exposure to core markets such as global and US equities while targeting consistent returns with controlled risk.
What are the key benefits of Enhanced Index funds?
Core exposure
Core equity building blocks complement satellite strategies.
Target consistent returns
The funds aim to deliver incremental gains with potential to compound over time.
Cost-conscious
Competitive fees free up budget for complementary assets.
How does enhanced indexation work?
Each of our Enhanced Index strategies is based on an equity benchmark. Using a rules-based approach, we continuously evaluate every company in the index, with a focus on three key factors – Value, Quality and Momentum.
Beginning with index weights, stocks are adjusted by a multi-factor score. This quantitative process controls for sector, stock, and country concentration, as well as macro risks like artificial intelligence trends or inflation. Positions are updated as risk views evolve.
- Value: Is the stock attractively priced?
- Quality: Are the company's fundamentals strong?
- Momentum: Does the market favour the stock?
Why choose Aberdeen Investments for Enhanced Index?
Deep expertise
Over 20 years of quantitative investing and over a decade of Enhanced Index.
Disciplined process
Rules-based investments help minimise bias and aim to deliver consistent outcomes.
Innovative platform
Proprietary platform aims to boost returns and manage changing risks.
Funds in focus
We offer core Enhanced Index regional equity strategies. Explore our full range now.
Nick Millington
Head of Systematic Index Solutions
“Our Enhanced Index solutions follow systematic processes, clear rules, and data-driven decisions. This rigorous way of working helps to reduce bias and deliver consistency for our clients.”
Nick Millington
Head of Systematic Index Solutions
Hear more about Enhanced Index
Our systematic, rules-based Enhanced Index investment process targets consistent outcomes by mitigating the human biases involved in active investing. Watch our video to learn more about our disciplined approach.
Key document
Meet the team
Nick Millington
Head of Systematic Index Solutions
Anthony D'Silva
Senior Quantitative Investment Manager
James Fox
Quantitative Investment Director
Ross Olusanya
Quantitative Investment Director
