Smart Beta 2017

TRENDING: Smart beta indices continue onward march

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...

FIXED INCOME: Badly in need of work

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

SMART MONEY: Following the smart money

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

SPONSORED FEATURE: Smarter than beta

‘Smart beta’ investing is rapidly becoming a popular alternative to both conventional passive management and traditional active management. Within equities, it is based on...

SMART BETA ROUNDTABLE: Convincing the sceptics

The appetite for smart beta strategies is growing, say our experts. but do investors understand how they work? David Wickham (senior investment specialist, Aberdeen Asset...

SPONSORED FEATURE: Smart beta: Unlocking key drivers of return

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

RESPONSIBLE INVESTMENT: Environmental factors

The rise of smart beta investing coincides with the rise in environmental, social and governance (ESG) investing, yet there are only a few products...

SMART BETA RESEARCH: The only free lunch

Academics from Edhec-Risk Institute explain how the wrong approaches to smart beta could lead to the loss of diversification. Smart beta was initially conceived as...

SPONSORED FEATURE: Minimum variance indices: Rewriting the rules

The FTSE Russell indices tracked by Lyxor lead to fewer specific risks, fewer valuation and crowding issues and more consistent performance. 2016 promised much for active...

FACTOR TIMING: Going contrarian

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

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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