Smart Beta 2016

PERFORMANCE: Crash landing

A row broke out this year when a pioneer in the sector warned that as smart beta funds grow in size, certain products could...

POPULARITY: Popularity contest

The problem with backing a smart beta factor – such as a low volatility fund, for example – is that the factor could become...

ROUNDTABLE: Beyond the hype

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means,...

SPONSORED FEATURE: Harnessing the rise of smart beta

There is no doubt that Smart Beta ETFs are gaining traction in Europe. In June 2016, they reached €19.7 billion in Assets under Management,...

FIXED INCOME: Can bonds keep up with smart beta?

Smart beta has its roots in equity investment but is also making headway in fixed income. Some providers suggest it could even be better...

SPONSORED ARTICLE: Smart beta – here to stay

Manuela Sperandeo tells Funds Europe why the rationale for smart beta investing is as strong as ever and is here to stay. The name may...

TERMINOLOGY: What’s in a name?

Renowned economist Bill Sharpe said the term smart beta ‘makes him sick’. Even some of its practitioners are uncomfortable with it. Kit Klarenberg investigates...

PERFORMANCE: The all-weather fund?

It’s often asserted that multi-factor smart beta strategies can perform in all market conditions, but are such forecasts credible, or pure hot air? Kit...

THOUGHT LEADERSHIP

The tension between urgency and inaction will continue to influence sustainability discussions in 2024, as reflected in the trends report from S&P Global.
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This white paper outlines key challenges impeding the growth of private markets and explores how technological innovation can provide solutions to unlock access to private market funds for a growing…
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CLOUD DATA PLATFORMS

Luxembourg is one of the world’s premiere centres for cross-border distribution of investment funds. Read our special regional coverage, coinciding with the annual ALFI European Asset Management Conference.
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