Smart Beta

  • Amundi nabs UK ETFs head from Blackrock

    Amundi nabs UK ETFs head from Blackrock

    Ashley Fagan joins after a decade at iShares

  • Franklin Templeton launches multi-factor ETF

    Franklin Templeton launches multi-factor ETF

    The smart beta Ucits will track the LibertyQ Europe Equity Index

  • Where smart beta can trump star managers

    Where smart beta can trump star managers

    Systematic funds take the emotion out of investing – and that’s for the best, argues Alessandro Laurent, senior investment manager, Seven Investment Management (7IM).

  • Fidelity adds to Smart Beta ETF range

    Fidelity adds to Smart Beta ETF range

    Fidelity International has added two new funds to its quality income-focused exchange traded fund range.

  • Franklin Templeton boosts LibertyShares ETF range

    Franklin Templeton boosts LibertyShares ETF range

    Franklin Templeton Investments has launched a smart beta emerging markets exchange traded fund, which aims to provide higher-risk adjusted returns and lower volatility than the MSCI Emerging Markets Index.

  • PA ANALYSIS: Active managers 'cannibalising' themselves to survive passive resurgence

    PA ANALYSIS: Active managers ‘cannibalising’ themselves to survive passive resurgence

    Passive rivals have forced active managers to focus more on fees than ever before. But are active managers biting off more than they can chew by getting into smart beta?

  • Tilney targets advisers with ‘smart beta’ range

    Tilney targets advisers with ‘smart beta’ range

    Tilney for Intermediaries is planning the launch a new range of ‘risk graded, low cost multi-asset funds’. In the first quarter of 2017.

  • PA ANALYSIS: It is time for active managers to leave benchmarks behind

    PA ANALYSIS: It is time for active managers to leave benchmarks behind

    Benchmarks are a vital part of the asset management sector. Funds are measured against them, bonuses worked out in relation to them and entire sectors of the industry predicated upon them. But, if recent trends are extrapolated outwards, the days of the benchmark in its current form should be numbered.

  • PA OPINION: Why investors are running out of new ideas

    PA OPINION: Why investors are running out of new ideas

    Call it symptomatic of the summer lull but, with so much debate centred on cost, genuine product innovation seems to have taken something of a back seat.

  • European investors make switch to smart beta

    European investors make switch to smart beta

    In the first half of 2016, investors in Europe have poured in $5.7bn (€5.1bn) into smart beta funds as market capitalisation index trackers saw outflows over the period, according to Morningstar data analysed by ETF provider WisdomTree Europe. Brexit could be one of the reasons for the switch.

  • Smart beta assets hit record high

    Smart beta assets hit record high

    Assets invested in smart beta ETFs/ETPs listed globally hit a record $429bn (£330bn, €387bn) at the end of June, according to research and consultancy firm ETFGI.

  • Smart beta provider ERI to abolish fixed management fees

    Smart beta provider ERI to abolish fixed management fees

    In an unprecedented move, ERI Scientific Beta, a provider of smart beta indices that is an offshoot of the EDHEC Risk Institute in France, today announced it will offer its mandate clients the option to only pay performance fees.