Smart Beta in Action

Smart Beta

Smart Beta in Action

Smart Beta in Action

As investor adoption of smart beta continues to climb, many are recognising that this active-meets-passive approach can be used to achieve a number of portfolio goals.

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Bridging the gap between active investing and indexing, advanced beta seeks to merge the best of both approaches – the potential for alpha with the cost, transparency and liquidity features inherent in indexing.  Advanced beta strategies can also give investors more control by allowing them to actively choose the factors they believe will influence performance.  

Latest Thinking

Exploring ESG While Capturing Factor Premia

If we consider environmental, social and governance (ESG) metrics as a set, is ESG a factor?

Demystifying The Quality Factor In Equities And Bonds

An examination of how factors like quality should be defined from across equity and fixed income.

Confronting a Lower-For-Longer Return Environment

While traditional asset allocation approaches dominate, our survey revealed that institutional investors are looking for new perspectives. Factor-based strategies such as smart beta are gaining traction.