All Smart Beta articles – Page 4
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Special ReportSmart beta factor investing: The long and short of it
True factor investing involves short as well as long positions, yet the costs of shorting erodes much of the benefits
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Special ReportSmart beta commodity indices: A smarter approach to commodity investing
Traditional commodity indices were problematic from the start, but fixing them without introducing greater complexity is easier said than done
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Special ReportBeta, smart beta, alternative beta: Extracting equity market risk
Those who criticise the smart beta concept suggest other ways to extract equity market risk
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Special ReportSmart beta hedge fund replication: Aping alpha
The first wave of hedge fund replication petered out nearly 10 years ago, but new approaches are reviving interest and allocations
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Special ReportTactical asset allocation: When diversification is a better bet than timing
Practical difficulties of tactical asset allocation confirm the case for buying, holding and diversifying
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NewsConsultancy warns on risk naïvety in smart beta allocations
Towers Watson clients add $8bn in 2014 to smart beta strategies, but warns against inherent risks
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NewsLyxor announces product push, goal to grow AUM by 50% by 2018
New organisation to comprise ETFs & Indexing, Absolute Return & Solutions and Alternatives & Multi-Management
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NewsSwitzerland's Publica now considering active only for 'niche' investments
Country’s largest pension fund adds risk via fixed income portfolio rather than equities
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NewsDevon pension fund opts for multi-factor smart-beta over active mandate
Local authority fund dismisses active equity manager, tenders smart-beta mandate
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NewsNEST CIO warns of ‘regret risk’ in alternative indexing
National Employment Savings Trust to consider alternatives to target-date at retirement
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NewsFull funding in sight for UK pension schemes after posting 11% returns
Smart-beta growth a prominent trend in UBS GAM’s Pension Fund Indicator report
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NewsSmart-beta popularity reminiscent of value investing mistakes – Cambridge
Investors continually ‘fighting last war’ when looking to protect capital, US consultancy warns
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NewsMost hedge fund index returns explained by alternative beta – Towers Watson
Diversification benefits of alternative beta strategies could outweigh use of hedge funds in pension fund portfolios, consultancy says
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NewsTOBAM joins smart beta bonds fray
French manager launches new strategy with €30m in seed capital from existing investor
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NewsEuropean institutions to allocate €211bn to smart beta by 2018
Research finds UK and rest of Europe differ in reasoning for allocations, market dominated by institutional allocations
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NewsSmart-beta allocations still restricted to larger schemes, research shows
Russell survey shows smart-beta limited to $10bn+ schemes
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NewsFTSE firms shift DC defaults toward diversified growth funds
Research shows dramatic increase in use of DGF in last five years, passive allocations see significant falls
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Special ReportSmart beta: A genuine revolution
Remember 130/30 funds? Most investment journalists do, because they delivered one of those periodic lessons in a major peril of their profession – getting caught up with next hot product
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Special Report
Smart beta: Blurring the lines
The smart-beta or factor revolution is breaking down the boundaries between active and passive management. But Brendan Maton finds this introducing as many new questions as solutions
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Special Report
Smart beta: A match made in smart-beta heaven?
Combining fundamental indexation and minimum variance appears to smooth out the bumpy ride usually associated with harvesting the value-risk premium, finds Charlotte Moore
