Smart Beta 2017

We asked five investment experts how smart beta indices have performed against cap-weighted indices over the past year and what the investment outlook suggests about the prospect for different investment factors.

Derelict_houseFixed income is the natural next stage for the smart beta revolution. A low-yield bond market has provided an added incentive, says Catherine Lafferty.

We asked six investment professionals about the emphasis they are placing on smart beta and active ETFs and how platforms are adopting these products.

Aberdeen_sponsored_picture‘Smart beta’ investing is rapidly becoming a popular alternative to both conventional passive management and traditional active management.

The appetite for smart beta strategies is growing, say our experts. but do investors understand how they work?

Manuela Sperandeo, iShares Head of Specialist Sales EMEA, tells Funds Europe how investors can leverage smart beta strategies to target numerous outcomes.

WindmillsThe rise of smart beta investing coincides with the rise in environmental, social and governance (ESG) investing, yet there are only a few products on the market that combine the two.

CutleryAcademics from Edhec-Risk Institute explain how the wrong approaches to smart beta could lead to the loss of diversification.

RuleThe FTSE Russell indices tracked by Lyxor lead to fewer specific risks, fewer valuation and crowding issues and more consistent performance.

FishBuying underperforming investment factors could add additional returns in the longer run, but as with all contrarian investing, it’s difficult to pull off. By Lynn Strongin Dodds.