With a set of seven index strategies and a team of experienced investment professionals managing it, you can rest assured that working with Global Beta Advisors is the right move for your portfolio strategy. Our team is here to help you properly allocate funds using the proper mix of our seven different index strategies for your portfolio. Take a look around and reach out to see how we can work together.

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Seven Portfolio Strategies

Using our years of experience, extensive academic research, and industry knowledge our team has developed seven different index strategies designed to drive returns for your portfolio.

Global Beta Value/Quality Index

This strategy takes the 100 securities with price-to-sales ratios that fall into the lowest quintile in the S&P 500. Learn more.

Global Beta Growth/Momentum Index

This strategy takes the 100 securities with Sharpe Ratios (i.e.: risk-adjusted return) that rank in the highest quintile in the S&P 500. Learn more.

Global Beta Low Beta Index

This strategy takes the 100 securities with betas that rank in the lowest quintile in the S&P 500. Learn more.

Global Beta Small-Mid Index

This strategy takes the 100 securities with 12-month trailing revenue growth rates that rank in the highest quintile in the S&P 600. Learn more.

All Cap Multi-Factor Strategy

This strategy rotates the Global Beta Value/Quality index, the Global Beta Growth/Momentum index, the Global Beta Low Beta index, and the Global Beta Small-Mid index tactically. Learn more.

Global Beta Large Cap Multi-Factor Strategy

This strategy rotates the Global Beta Value/Quality index, the Global Beta Growth/Momentum index, and the Global Beta Low Beta index tactically. Learn more.

Years Of Experience On Your Side

Years of operational experience, a plethora of academic research, and practical industry knowledge all laser-focused on generating returns.