Smart Beta SRI
A financial and extra-financial performance objective within a controlled risk framework
LBP AM’s Smart Beta (or quantitative) management approach provides access to equity markets while seeking both financial and extrafinancial performance, within a rigorous risk framework. Our range offers an innovative alternative to traditional active and passive management styles and can serve as a diversification lever for portfolios.
Key Figures
Over €10 billion
in assets under management
100%
of funds SRI-labelled
7
experts with proven experience and complementary profiles
*Source : LBP AM, as of31/12/2025
Laurent Lagarde
Head of Quantitative Management
While the geographical scopes may vary (Europe, Eurozone, US, or emerging markets), all our funds share the same objective: seeking outperformance through exposure to factor premia while integrating ESG criteria (all our funds are SRI-labelled), and for a maximum tracking error of 2%*.
*The 2% maximum tracking error level is an investment guideline and not a prospectus constraint.
Any investment involves risks, including but not limited to the risk of capital loss.
Key Highlights
- An expertise designed to meet all needs and geographies through both openended and dedicated funds.
- A management process based on a quantitative approach that analyses the entire investment universe across multiple dimensions (fundamental data, market data, etc.), allowing precise identification of various alpha sources.
- The use of factor premia as performance drivers, with exposure to different factors within equity markets, each supported by a clear economic rationale.
- A team of experts who have defined the investment process and built the tools used to implement and monitor the behaviour of the deployed strategies.
- Strong innovation and customisation capabilities, based on proprietary algorithms.
Disclaimer
Any investment involves risks, including but not limited to the risk of capital loss. For full details regarding the risks and costs associated with each fund in the range, please refer to the funds’ prospectuses and KIDs available on the website. Past performance is not indicative of future performance.