A Systematic Approach to Long-Term Investing

Key takeaways

  • Macroeconomic uncertainty presents new challenges for investors who are saving for long-term goals like retirement. Inflation can diminish the ability to save today and the value of those savings tomorrow.
  • Investors may benefit from solutions that seek to deliver consistent returns in excess of market indices, or alpha. We’ve found that even modest incremental alpha has the potential to impact investment outcomes.
  • Systematic strategies leverage advancements in data and technology to target consistent alpha while balancing risk and cost considerations that are crucial for long-term investors.

In recent decades, the macroeconomic and market backdrop created a favorable environment for investors. Now, we’ve entered a new regime where the challenge of planning and saving for long-term goals like retirement has become increasingly complex.