Beat the benchmark, limit 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, going fully passive might leave significant returns on the table. Why settle for average when there is potential for attractive and consistent excess returns?
Nordea’s BetaPlus Solutions provide an opportunity to enhance core investments, offering the best of both worlds—delivering the potential for higher returns with very limited active risk.1
Nordea’s BetaPlus range offers both standard solutions and responsible options across global and regional equity markets.
Nordea’s BetaPlus Solutions
offer key features to meet real needs
Long-term consistent
excess returns
Enhance 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 EUR 50 Bn managed in NAM’s BetaPlus solutions,
we provide:
With 15 years of Beta+ performance history and 50 Bn managed in NAM’s Beta+ solutions, you can be confident in our:
- Strong track record: demonstrated success and reliability in delivering long-term consistent results 2
- ESG expertise: our responsible solutions are built on Nordea’s strong ESG credentials and climate expertise
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 meet investment goals
Powerful
ESG engine
NAM’s award-winning ESG expertise enables us to meet clients’ sustainability criteria and decarbonization goals
Beat the benchmark, limit active risk.
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
