Smart Beta 2014

SMART BETA FACTORS: The ups and downs of smart beta

Smart beta funds will not work in all market cycles and some 'batting' between the factors is necessary. David Waller finds that minimum volatility's...

MINIMUM VOLATILITY: Drawbacks of the safe bet

The most popular smart beta strategy of recent years has proved frustrating for investors after underperforming as volatility reduced and markets boomed, finds David...

INDICES: Testing the water

Smart beta indices are in vogue, but how much money is actually invested in them? George Mitton reports. “Smart beta” is the buzzword of the...

SPONSORED FEATURE: Addressing unmet needs of asset owners

In January 2014, Russell Investments conducted a survey of equity investment decision makers from almost 200 asset owners across North America, Europe and the...

ROUNDTABLE: Experts on smart beta

Funds Europe asks those in the know about the burning issues facing the industry, such as how will smart beta affect fund management and...

SPONSORED PROFILE: What next after minimum volatility?

For Amundi, there is no single solution to smart beta, and appreciating the diverse range of approaches is vital. This is what Amundi's clients...

EDHEC RESEARCH: Benefits of factor tilts

Felix Goltz and Antoine Thabault assess the performance and implementation benefits of multi-factor allocations. Many investors are seeking to improve the performance of their equity...

SPONSORED PROFILE: The right combination

It is important to understand the difference between smart beta and factor indexing in order to obtain the right mix of betas to control...

INDEX TRANSPARENCY: Transparent guidance

The use of simulated track records and vague language around methodology is heralding calls for more transparency in the smart beta market. But, discovers...

THOUGHT LEADERSHIP

Innovative US companies are providing some of the solutions to the climate crisis and transition to a more sustainable economy. We see potential opportunities in areas including renewable energy and…
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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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