Smart Beta – Page 4
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Special ReportSmart beta multi-factor portfolio construction: The tracking error factor
Dynamic risk allocation delivers the benefits of factor investing without the crippling tracking error risk
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Special ReportSmart beta: Smart enough for bonds?
Is smart beta more difficult to implement in fixed income?
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Special ReportSmart beta and fixed income: Here for the duration
Smart beta would appear to make a lot of sense in fixed income, but market peculiarities can add complexity to many of the resulting products
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Special ReportInterview: James d'Ath, Indexx Markets
Indexx Markets’ James d’Ath talks about whether ‘smart alpha’ could strip out unwanted fund costs to deliver purified active management
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Special ReportFocus Group: Pension funds get smart
The days of smart beta being all talk and no action in the pensions world are long gone
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News
Consultancy 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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News
Lyxor 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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News
Switzerland'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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News
Devon 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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News
NEST CIO warns of ‘regret risk’ in alternative indexing
National Employment Savings Trust to consider alternatives to target-date at retirement
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News
Full 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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News
Smart-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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News
Most 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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News
TOBAM joins smart beta bonds fray
French manager launches new strategy with €30m in seed capital from existing investor
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News
European 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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News
Smart-beta allocations still restricted to larger schemes, research shows
Russell survey shows smart-beta limited to $10bn+ schemes
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News
FTSE 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 Report
Smart beta: Smart beta's Tower of Babel
Smart beta systematically introduces different risks than those contained in the market portfolio – and yet mandates are still generally benchmarked against the market. Brendan Maton writes about the urgent need for more suitable measures of risk and return
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Special Report
Smart beta: The battle for the middle
Smart beta has succeeded because it can help solve not one but two important problems, writes Emma Cusworth. But investors need to be clear about which problem they are solving
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Special Report
Smart beta: Collecting the premiums
Martin Steward spoke to Denmark’s PKA about its pioneering approach to extracting risk and return from equity markets – and beyond
