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Smart Beta 2014

Tue, 13/05/2014 - 13:58

Understand the factors and products that are driving 42 per cent of institutional investors in the US and Europe into currently using smart beta, with a further 24 per cent planning to do so over the next three years.

The 'Smart Beta 2014' special report comprises 1 separate articles listed below, these can be read individually or as a sequence.
James Williams, Hedgeweek

Institutional interest in smart beta continues to grow

Tue, 13/05/2014 - 14:15

A recent survey of 300 institutional investors in the US and Europe by State Street Global Advisors (SSgA) – “Beyond Active and Passive, Advanced Beta Comes of Age” – found that 42 per cent of investors currently use advanced beta (or smart beta depending on your semantic tastes) and a further 24 per cent plan to do so over the next three years.  »

Valerie Baudson, Amundi

Entering ‘second phase’ of smart beta

Tue, 13/05/2014 - 14:23

By Valérie Baudson, Amundi – Providing our institutional clients with the most innovative and proven solutions has been the key driver behind the successful development of Amundi ETF & Indexing’s business. Today, smart beta is clearly a strategic development axis for us. »

Moel Amenc, EDHEC-Risk Institute

Smart factor investing

Tue, 13/05/2014 - 14:26

By Noël Amenc, EDHEC-Risk Institute – Two of the main points of criticism of cap-weighted indices, which only offer limited access to the risk premia of equity markets, are the following: »

Dan Draper, Invesco PowerShares

Smart beta to grow faster than broader ETF market

Tue, 13/05/2014 - 15:03

ADVERTISEMENT FEATURE – Invesco PowerShares has been leading the “ETF Intelligent Revolution” since 2003, so when it comes to understanding the key growth drivers at work in this space, the firm is uniquely placed. »

Armen Avanessians, GSAM

Multi-factor products begin to offer absolute-return potential

Tue, 13/05/2014 - 14:30

There was a clear example this April of just how far smart beta investing has come. Goldman Sachs Asset Management (GSAM) announced that it had agreed to acquire Westpeak Global Advisors, a firm that offers full-customisable solutions for smart beta investing; a clear sign of endorsement by GSAM that this area of equity investing has value. »

Herve Foucault, RBIS

A new approach to portfolio construction

Tue, 13/05/2014 - 14:33

At Risk Based Investment Solutions Ltd (RBIS), a wholly-owned subsidiary of the Rothschild Group, there is a firm belief that smart beta has a promising future. In fact, Herve Foucault (pictured), Head of Business and Product Development, goes so far as to say: “This is a real paradigm shift from the traditional cap-weighted model.” »

Khalil Mohammed, Man Group

Expanding to Continental Europe and Asia ex-Japan

Tue, 13/05/2014 - 14:40

Last September, Man Group’s GLG broadened out its highly successful broker-driven Europe Plus strategy which launched in 2011 as an ETF, to include two more strategies covering Continental Europe Plus (ex-UK) and Asia Plus (ex-Japan). »

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