Smart Beta 2015

US stockAnalysis of the US corporate earnings cycle going back to 1990 suggests there is a now a good access point for investing in the ‘quality’ style of smart beta, says Jonathan White, client portfolio manager at Axa Rosenberg.

CurrenciesMassive moves within major currencies are a hallmark of 2015, and one way investors have tried to capitalise on this is with smart beta. David Stevenson looks at the strategies involved.

JugglerLow volatility is the best-returning factor of recent times and value has performed lower for longer than many might think. Alix Robertson looks at smart beta results. 

The term ‘smart beta’ is still struggling for complete acceptance. Our panel of smart beta users and providers discuss what it is and how the market in these products is developing beyond equities.

Olivier SouliacDeutsche Asset & Wealth Management is combining elements of market capitalisation-weighted bond indices with the latest strategic beta thinking.  

AppleInvestors that want to combine smart beta strategies for cheap alpha need to think about how market cycles may result in lost diversification benefits, finds Nick Fitzpatrick.

Fannie WurtzFunds Europe talks to Fannie Wurtz, Global Head of ETF, Indexing & Smart Beta Sales at Amundi, about the prospects for growth in the Smart Beta market. 

LabTaking equity smart beta and translating it to fixed income markets is a key development in this evolving investment strategy. David Stevenson finds out about index construction and the effects of holding risky bonds.

Francois MilletFunds Europe talks to Francois Millet, head of ETF & Index product development at Lyxor Asset Management about developing new smart beta ETFs but maintaining solid fundamentals.

ButterflyAs investors move to view ESG as a driver of better returns, Alix Robertson looks at how the approach can be incorporated into smart beta investing. 

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.