Beat the benchmark, limit your active risk

Nordea’s Beta+,
alpha potential with limited tracking error 1

1 There can be no warranty that an investment objective, targeted returns and results of an investment structure is achieved. The value of your investment can go up and down, and you could lose some or all of your invested money.

Investing in index funds or passive ETFs might seem like a straightforward choice, offering basic market exposure at a low cost. However, by going fully passive, you might be leaving significant returns on the table. Why settle for average when you could access the potential for attractive and consistent excess returns?

Nordea’s Beta+ Solutions provide an opportunity to enhance your core investments, offering the best of both worlds—delivering the potential for higher returns with very limited active risk. Don’t miss out on the chance to elevate your portfolio.1

Nordea’s Beta+ range offers both standard solutions and responsible options across global and regional equity markets.

Nordea’s Beta+ Solutions
offer key features to meet your real needs

Long-term consistent
excess returns

Enhance your performance beyond traditional passive investing

Low
tracking error

Benefit from long-term consistent alpha without material active risk

Robust
responsible option

Add a robust ESG Framework, built on NAM’s award-winning responsible investing and climate expertise

Cost
efficiency

Maintain low costs while pursuing enhanced returns

Scale, skill, and track record 2

With 15 years of Beta+ performance history
and 50 Bn managed in NAM’s Beta+ solutions,
you can be confident in our:

With 15 years of Beta+ performance history and 50 Bn managed in NAM’s Beta+ solutions, you can be confident in our:

2 The performance represented is historical; past performance is not a reliable indicator of future results and investors may not recover the full amount invested.
The value of your investment can go up and down, and you could lose some or all of your invested money.

Here’s what sets Nordea’s
Beta+ Solutions apart

Experience
and Expertise

Nordea’s Beta+ Solutions are built on a systematic, multifactor-based process powered by the risk premia expertise of NAM’s Multi-Asset (MA) Team. The team has been working together for 20 years under consistent leadership, and managing Beta+ Solutions for 15 years

Dynamic
Multi-factor Model DRAFT NEW Nordea’s Beta+ Solutions 2

A cutting-edge model including growth factors and dynamically optimized correlations to balance risk and returns. This model has delivered long-term consistent alpha generation with tightly controlled risk to help you meet your investment goals

Powerful
ESG EngineDRAFT NEW Nordea’s Beta+ Solutions 2

Draw upon NAM’s award-winning ESG expertise developed to deliver fund-specific sustainability criteria and meet decarbonization goals

Solutions
CustomizationDRAFT NEW Nordea’s Beta+ Solutions 3

Flexibility to design customised portfolios to meet your goals (e.g. benchmark, ESG characteristics, decarbonization targets)

Experience

Nordea’s Beta+ Solutions are built on a systematic, multifactor-based process powered by the risk premia expertise of NAM’s Multi-Asset (MA) Team. 

Expertise DRAFT NEW Nordea’s Beta+ Solutions 2

 The team has been working together for 20 years under consistent leadership, and managing Beta+ Solutions for 15 years

Dynamic
multi-factor model

A cutting-edge model including growth factors and dynamically optimized correlations to balance risk and returns. This model has delivered long-term consistent alpha generation with tightly controlled risk to help you meet your investment goals

Powerful
ESG engineDRAFT NEW Nordea’s Beta+ Solutions 2

Draw upon NAM’s award-winning ESG expertise developed to deliver fund-specific sustainability criteria and meet decarbonization goals

Solutions
customizationDRAFT NEW Nordea’s Beta+ Solutions 3

Flexibility to design customised portfolios to meet your goals (e.g. benchmark, ESG characteristics, decarbonization targets)

Long-term consistent Alpha generation

Normalized rolling excess returns vs MSCI World Index

Rolling p.a.
Upside excess return
Downside excess return
Average excess return
1Y
1.48%
-0.70%
0.99%
3Y
1.12%
-0.13%
0.94%
5Y
0.93%
0.93%
Source: Nordea Investment Management AB. Period under consideration: 30.11.2014 – 30.09.2024. The performance represented is gross of fees, composite and historical; past performance is not a reliable indicator of future results and investors may not recover the full amount invested. The value of your investment can go up and down, and you could lose some or all of your invested money. For illustrative purposes only.​

Discover Beta+ today

Beta + Solutions list (Standard)

Where advanced factor-based insights meet low-cost efficiency and customizable solutions

Beta + Solutions list (Responsible)

Explore how we can help you achieve your investment goals while staying aligned with your values.

Beat the benchmark, limit your active risk.
Nordea’s Beta+ solutions.

Diversified Equities Team

Claus F. Nielsen

Head of Diversified Equities


Per Ulderup

Portfolio Manager

Ruben Knudsen

Portfolio Manager

Lars Hemmingsen

Portfolio Manager

Martin Junker Nielsen

Portfolio Manager

Julie Bech

Portfolio Manager

Alina Isabel Hofer

Portfolio Manager

Multi Assets Team

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