Beta Capital Advisors

  • What is BetaCore Investing?

    BetaCore Investing capitalizes on the proven attributes of passive investing, improves on the diversification of capitalization-weighted indexes, and overlays a rebalance discipline to better manage risk. BetaCore Models are designed to provide investors a managed alternative to traditional index products to gain exposure to targeted asset classes.

     



     

    Each model is designed to maximize coverage of the targeted asset class through investment across a wide array of index products, including exchange traded funds (ETFs) and index mutual funds. Beta Capital Advisors applies rigorous due diligence in the selection of the products including a comprehensive review underlying benchmarks; careful review of fund structure, liquidity, assets, and operating documents; and careful assessment of fund sponsor capabilities and viability.

    BetaCore Models benefit from a rigorous portfolio construction process and a buy-sell discipline to enhance portfolio diversification and to mitigate against concentration risks. Surprisingly, traditional index products are highly prone to concentration risks that can have adverse affects on performance. For example, the substantial run-up in technology and financial stocks leading up to the bursting of the technology and financial bubbles (2000-2002 and 2007-2009, respectively) exposed index investors to heightened risks.

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