IBC's Smart Beta Investor Forum aims to advance the dialogue around approaches to alternative benchmarks and factor exposures, giving investors an opportunity to explore the risks and opportunities presented by this investment.
Investors, Trustees, Academics & Practitioners
Discuss the developments of approaches to smart beta, inherent risks and the motivation behind introducing an allocation to an investment portfolio
- What makes for a good smart beta strategy
- How different structures function
- Where smart beta sits on the active-passive gradient
- Due-diligence, transparency, costs
Strategic & Tactical Allocation
Application in the context of a balanced institutional investment portfolio, including the synergy and risk arising from combining multiple exposures
- Fund selection & benchmarking
- Combining growth & risk strategies
- Scalability, capacity & rebalancing
- Governance & risk management
The Next Generation of Smart Beta
Examining the principles and differentiators underlying different approaches, their application in practice and how this is changing
- Single & multi-factor investing
- Low vol and risk strategies
- Non-equity applications
- Active quant and passive indices
Learn more, see the latest agenda and register today visit the website today. Quote VIP Code FKW53243GFM to save 15%!
