Unpicking the smart from the beta
So-called ‘smart beta’ investment strategies cover a wide range of rules-based, systematic approaches. They can vary from the relatively simple to complex, heavily optimised ‘black box’ style strategies.
Smart Beta
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Tilney planning range of smart beta, multi-asset funds
Tilney Bestinvest plans to launch a range of smart beta, multi-asset funds in 2016.
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Cass Business School publishes smart beta series
Cass Business School has produced four papers examining smart beta, under sponsorship by Invesco Powershares.
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Seven IM adds EM fund to ‘smart passive’ value range
Seven Investment Management has bolstered its fund range with the addition of an emerging markets vehicle.
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Investors deeply concerned by smart beta transparency
Nine out of 10 investors are harbouring major concerns over the lack of transparency in the smart beta ETF space, according to research by EDHEC-Risk Institute.
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Amundi adds index tracker to smart beta offering
Amundi has bolstered its smart beta offering with the launch of a multi-strategy index fund targeting European large and mid-cap stocks.
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7IM targets pure value play
7IM has unitised its in-house smart beta approach with the launch of a range of value-focused funds investing in low-priced equities across the UK, Europe, US and emerging markets.
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BlackRock adds factor ETFs to smart beta range
Blackrock has launched a new series of smart beta ETFs in a bid to take advantage of increased investor interest in specific drivers of risk and return.
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FTSE launches new smart factor index range
The FTSE group has launched a new series of benchmarks designed to allow investors a more nuanced view of various investment factors.
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Is smart money going to flood into smart beta
Elements used in smart beta have been around for many years but the strategy as it is presently defined is seeing a notable a rise in interest and product offerings over recent months.
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beware the benchmark huggers
It has likely happened with a fund you’ve held. An underperforming manager, be it due to his out-of-favour style or poor decision-making, is tapped on the shoulder by his CIO and told to take off all his relative bets – much to your detriment.
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smart beta strategies add to passive active debate
With RDR in mind, the smart money is on the low-cost passive world taking a greater chunk of retail business, but the emergence of so-called smart beta funds could muddy the waters.