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: Alternative thinking

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

SPONSORED FEATURE: Interest rate risk hedging: Swapping to other options

Mar 16, 2017

Heightened margin requirements for cleared and uncleared OTC derivatives pose a challenge for legitimate hedging activities and are driving financial institutions to explore alternative hedging...

SPONSORED FEATURE: Why blockchain could be the fund industry’s next Ford Model T

Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

SPONSORED FEATURE: Open architecture: In need of protection

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

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

ROUNDTABLE: The issue is perception

Mar 21, 2017

Our panel discuss tax transparency, the elegance of private placement and why Jersey could do more to promote itself. Chaired by Tom Cowsill in Saint Helier.

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.