Smart Beta 2014

Tennis ballsSmart beta funds will not work in all market cycles and some “batting” between the factors is necessary. David Waller finds that minimum volatility’s recent track record is a good example.

DominosThe most popular smart beta strategy of recent years has proved frustrating for investors after underperforming as volatility reduced and markets boomed, finds David Waller.

BackgammonSmart beta indices are in vogue, but how much money is actually invested in them? George Mitton reports.

In January 2014, Russell Investments conducted a survey of equity investment decision makers from almost 200 asset owners across North America, Europe and the Middle East to better understand perceptions of smart beta.

Funds Europe asks those in the know about the burning issues facing the industry, such as how will smart beta affect fund management and what are the risks?

Trottier and SamamaFor Amundi, there is no single solution to smart beta, and appreciating the diverse range of approaches is vital. This is what Amundi’s clients are doing, or planning to do.

Office workerFelix Goltz and Antoine Thabault assess the performance and implementation benefits of multi-factor allocations.

Francois MilletIt is important to understand the difference between smart beta and factor indexing in order to obtain the right mix of betas to control risks, François Millet, of Lyxor, says.

BubblesThe use of simulated track records and vague language around methodology is heralding calls for more transparency in the smart beta market. But, discovers Nicholas Pratt, there are different views on how this should be achieved.

Sponsored Profiles

SPONSORED FEATURE: Smarter than beta

Jun 14, 2017

‘Smart beta’ investing is rapidly becoming a popular alternative to both conventional passive management and traditional active management.

SPONSORED FEATURE: Smart beta: Unlocking key drivers of return

Jun 14, 2017

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

SPONSORED FEATURE: Minimum variance indices: Rewriting the rules

Jun 14, 2017

The FTSE Russell indices tracked by lyxor lead to fewer specific risks, fewer valuation and crowding issues and more consistent performance.

SPONSORED FEATURE: The reflationary environment

Jun 06, 2017

Funds Europe talks to Andreas Wosol about the implications of a return to reflation and why the value part of the European equity market could support investors in such an environment.

Executive Interviews

INTERVIEW: Finding managers that can (and do)

Apr 18, 2017

Fabrice Kremer, a fund selector at Banque de Luxembourg Investments, has berated fundamental managers for failing to beat indices, but he remains committed to active funds. He speaks to Nick...

JERSEY INTERVIEW: ‘A steady sort of place’

Mar 21, 2017

The chief executive of Jersey Finance is keen to portray the island as a stable, trustworthy jurisdiction. He talks to George Mitton.

Roundtables & Panels

TRENDING: Smart beta indices continue onward march

Jun 14, 2017

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 about the prospect for different investment factors.

SMART MONEY: Following the smart money

Jun 14, 2017

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