Scientific Beta

Plan Sponsor: "The U.S. index fund management business of Legal & General Investment Management America (LGIMA) is moving forward with Scientific Beta Multi-factor strategies using commingled funds designed for institutional investors. The new funds will be aimed at defined benefit (DB), defined contribution (DC), Taft-Hartley, and public plans."

Plan Sponsor 08/12/2016

"(...) The U.S. index fund management business of Legal & General Investment Management America (LGIMA) is moving forward with Scientific Beta Multi-factor strategies using commingled funds designed for institutional investors. The new funds will be aimed at defined benefit (DB), defined contribution (DC), Taft-Hartley, and public plans. LGIMA will be launching four funds comprising the global, U.S., developed ex-U.S., and emerging market components of the Scientific Beta Multi-factor indices. These indices will initially have exposure to the low volatility, value, momentum and size factors. It will use weighting methodologies that seek to improve diversification and risk-adjusted returns relative to market-cap weighted indices. (...)"