Beat the benchmark, limit your active risk
Nordea’s BetaPlus,
alpha potential with limited tracking error 1
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 BetaPlus 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 BetaPlus range offers both standard solutions and responsible options across global and regional equity markets.
The BetaPlus approach
Discover Nordea’s active answer to passive investing with:
Claus Nielsen
Portfolio Manager
Nordea’s BetaPlus 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 BetaPlus performance history
and 50 Bn managed in NAM’s BetaPlus solutions,
you can be confident in our:
With 15 years of BetaPlus performance history and 50 Bn managed in NAM’s BetaPlus solutions,
you can be confident in our:
- Strong track record: demonstrated success and reliability in delivering long-term consistent results 2
- Diverse fund range: access to a broad array of funds, from standard to responsible solutions, adaptable to your unique requirements
- ESG expertise: our responsible solutions are built on Nordea’s strong ESG credentials and climate expertise
- Customisation experience: for large portfolios, we can tailor benchmarks and ESG features to match your needs perfectly
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
BetaPlus Solutions apart
Experience
and Expertise
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 Engine
Draw upon NAM’s award-winning ESG expertise developed to deliver fund-specific sustainability criteria and meet decarbonization goals
Solutions
Customization
Flexibility to design customised portfolios to meet your goals (e.g. benchmark, ESG characteristics, decarbonization targets)
Experience
Nordea’s BetaPlus Solutions are built on a systematic, multifactor-based process powered by the risk premia expertise of NAM’s Multi-Asset (MA) Team.
Expertise
The team has been working together for 20 years under consistent leadership, and managing BetaPlus 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 engine
Draw upon NAM’s award-winning ESG expertise developed to deliver fund-specific sustainability criteria and meet decarbonization goals
Solutions
customization
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% |
Discover BetaPlus today
BetaPlus Solutions list (Standard)
Where advanced factor-based insights meet low-cost efficiency and customizable solutions
BetaPlus Solutions list (Responsible)
Explore how we can help you achieve your investment goals while staying aligned with your values.
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
