Enhanced Equity Strategy

Payden & Rygel's enhanced equity index strategy seeks to outperform the broad stock market (e.g. the S&P 500 Index). Firm strategists use stock-index futures to track a stock index return.

Returns are enhanced with a short-term bond portfolio.
The firm has maintained consistent relative returns in its enhanced equity index strategy via effective risk controls. The low tracking error and high information ratio of this strategy makes this an attractive alternative to traditional stock-based enhanced index strategies.

Institutional investors have successfully used this "stocks plus alpha" strategy as a core equity holding for many years. The enhanced equity index strategy works well for large and mid-cap stock portfolios.

More information on Payden & Rygel's fixed-income, equity and balanced investment strategies.




 

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