Excelsior Correspondent
JAMMU, Oct 6: Asset management company JioBlackRock today forayed into active equity investing with the launch of Systematic Active Equities (SAE) Fund for the investors in India.
Unlike traditional strategies, the fund will run using a fully rules-based, technology-driven process that combines human expertise with quantitative models, to offer consistent long-term alpha.
In a press handout issued, the company said, “At a very simple level, any rules-based, fully process-driven, disciplined approach is what we call systematic. It is technology-driven, uses both traditional and alternative data and combines human judgement with machine learning to build more consistent alpha over the long run.”
The hand out explained that the Flexi Cap fund will draw from a universe of about 750 stocks, far wider than the typical coverage of traditional funds. The models will identify signals across fundamentals, market behaviour and alternative data sets before constructing a diversified and benchmark-aware portfolio.
The portfolio will be rebalanced on a weekly basis, while costs and risks will be actively managed using BlackRock’s global risk and transaction cost models. The objective is to deliver attractive long-term alpha without large downside deviations, so investors stay invested through cycles.
With BlackRock’s global investment expertise and Jio’s digital reach, our goal is to provide accessible, affordable and differentiated investment solutions for the entire spectrum of investors in India, from institutions to retail savers.
By bringing BlackRock’s Aladdin to India and pairing it with Jio’s digital-first distribution ecosystem, we are uniquely positioned to potentially offer high-quality, low-cost products at scale.
For Indian investors, this is not just about one fund. It is about a new way of investing, systematic, scalable and designed for the future.
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