Low Volatility Equities

Mercer Insights


Low Volatility Equities


INVESTING IN LOW VOLATILITY EQUITIES


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Mercer believes an allocation to a “low volatility” equity strategy is a valuable component of a well-diversified equity portfolio. Exposure to low volatility stocks can be achieved via a “systematic” low volatility approach or a fundamental “defensive-quality” approach. However, the choice of approach requires careful consideration as portfolio characteristics and performance can vary significantly.

The following discussion reviews the rationale for investing in low volatility equity, covering specifically:

• Rationale for investing in low volatility equities

• Ways to invest in low volatility equities

• Review the current environment.
 

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