Smart Beta & Enha...
Follow
Find
879 views | +0 today
Smart Beta & Enhanced Indices
A better market exposure?
Your new post is loading...
Your new post is loading...
Scooped by Vincent Denoiseux
Scoop.it!

Hot Potato: Momentum As An Investment Strategy

Hot Potato: Momentum As An Investment Strategy | Smart Beta & Enhanced Indices | Scoop.it
Hot Potato: Momentum As An Investment Strategy
IndexUniverse.com
Momentum investing has important features in common with other factor-based Smart Beta strategies.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Van Eck Plans Four Non-US ‘Quality’ ETFs

Van Eck Plans Four Non-US ‘Quality’ ETFs | Smart Beta & Enhanced Indices | Scoop.it

Van Eck Global, the purveyor of the Market Vectors brand of ETFs, filed regulatory paperworkdetailing four enhanced-beta ETFs that screen securities in international and emerging markets for “quality”—a term in the investment world that refers to stocks with high returns on equity, stable year-over-year earnings growth and low financial leverage.

more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

iShares adds quality growth ETF to smart beta factor suite - ETF Strategy

iShares adds quality growth ETF to smart beta factor suite - ETF Strategy | Smart Beta & Enhanced Indices | Scoop.it
ETF Strategy iShares adds quality growth ETF to smart beta factor suite ETF Strategy iShares, the world's largest provider of exchange-traded funds (ETFs), has expanded its smart beta 'factor' ETF suite with the launch of the iShares MSCI USA...
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Investors Should Consider Outperforming 'Smart-Beta' ETFs

Investors Should Consider Outperforming 'Smart-Beta' ETFs | Smart Beta & Enhanced Indices | Scoop.it
ETF Trends Investors Should Consider Outperforming 'Smart-Beta' ETFs ETF Trends Investors who are using exchange traded funds that track market-capitalization-weighted indices could be missing out as more fund sponsors engineer ETFs based on...
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

'Smart beta' funds eye $5tn windfall - Financial Times

'Smart beta' funds eye $5tn windfall - Financial Times | Smart Beta & Enhanced Indices | Scoop.it
'Smart beta' funds eye $5tn windfall
Financial Times
Smart beta strategies aim to provide a better risk-return trade-off than traditional market capitalisation-weighted indices by weighting markets more intelligently.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

The rise of smart beta

The rise of smart beta | Smart Beta & Enhanced Indices | Scoop.it
The competition INVESTORS face a quandary. Cash offers a return of virtually zero in many developed countries; government-bond yields may have risen in recent weeks...
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

More Lies About Active Indexing

More Lies About Active Indexing | Smart Beta & Enhanced Indices | Scoop.it
The arguments for active management are rich and varied, but they’re still lies, Larry Swedroe says in a follow-on blog.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Another Sign That The Quants Are Taking Over The Investment Industry

Another Sign That The Quants Are Taking Over The Investment Industry | Smart Beta & Enhanced Indices | Scoop.it
Business Insider Australia
Another Sign That The Quants Are Taking Over The Investment Industry
Business Insider Australia
Smart beta funds, which do not use market cap-weighted approach, seem to be attracting more money.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Step forward “smart beta”, the latest bit of jargon from the fund-management industry

Step forward “smart beta”, the latest bit of jargon from the fund-management industry | Smart Beta & Enhanced Indices | Scoop.it

Fund management
The Economist
Step forward “smart beta”, the latest bit of jargon from the fund-management industry.

more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Bill Bernstein: Be Open To New Factor Tilts

Bill Bernstein: Be Open To New Factor Tilts | Smart Beta & Enhanced Indices | Scoop.it
In the hurly-burly of a transition to a post-Fed world, stay focused on timeless asset allocation discipline and on truly new ideas in the realm of factor-based investing, Bill Bernstein says.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Hello passive, goodbye active: fund investors make the switch

Hello passive, goodbye active: fund investors make the switch | Smart Beta & Enhanced Indices | Scoop.it
Hello passive, goodbye active: fund investors make the switch
Financial Times
There have also been significant developments in the technology and quantitative analysis that sit behind passive funds, leading to the growth of so-called “smart beta”.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Axa Rosenberg branches out into smart beta - Asian Investor (subscription)

Axa Rosenberg branches out into smart beta - Asian Investor (subscription) | Smart Beta & Enhanced Indices | Scoop.it
Axa Rosenberg branches out into smart beta
Asian Investor (subscription)
... smart beta. By Georgina Lee | 25 June 2013 (1 hour ago) Keywords: axa, | axa rosenberg | smart beta | insurance, | kevin chen.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

FTSE RAFI ETFs surpass $5 bn as investors see appeal of smart beta - ETF Strategy

FTSE RAFI ETFs surpass $5 bn as investors see appeal of smart beta - ETF Strategy | Smart Beta & Enhanced Indices | Scoop.it
ETF Strategy
FTSE RAFI ETFs surpass $5 bn as investors see appeal of smart beta
ETF Strategy
As more and more investors lose faith in active managers, they are increasingly turning to a compelling alternative – smart beta.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Enhanced Index ETFs

Enhanced Index ETFs | Smart Beta & Enhanced Indices | Scoop.it

As the exchange traded fund universe expands into enhanced, “smart-beta” indexing strategies, financial advisors are spoiled for choice. Still, it is important to pause and take a moment to understand what you’re getting yourself into.

“Having so many choices is a good problem to have, but it is important to understand the differences among them to construct an investment portfolio that suits its intended purpose,” Dan Waldron, senior vice president and ETF strategist at First Trust Portfolios LP, said on InvestmentNews. “It may be helpful to put all ETFs into two broad categories: beta and alpha.”

more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

The Smart Beta Trade-Off

The Smart Beta Trade-Off | Smart Beta & Enhanced Indices | Scoop.it
The Smart Beta Trade-Off
aiCIO
Low volatility, broad diversification, low tracking error, and high liquidity: A Lyxor paper takes on investors' indexing wish lists.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

More thoughts on smart beta indices, strategies and ETFs

More thoughts on smart beta indices, strategies and ETFs | Smart Beta & Enhanced Indices | Scoop.it
ETF Strategy More thoughts on smart beta indices, strategies and ETFs ETF Strategy I've been banging on about various forms of smart beta for as long as I can remember, starting first with fundamentally weighted indices such as Research Affiliates'...
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

HSBC announces smart beta push

HSBC announces smart beta push | Smart Beta & Enhanced Indices | Scoop.it
HSBC announces smart beta push Financial Times HSBC has launched a new suite of alternative weighted indices in anticipation of a significant shift by pension funds and other institutional investors into “smart beta” passive investment strategies...
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Diapason launches Virtuoso Smart Beta commodity investment platform

Diapason launches Virtuoso Smart Beta commodity investment platform | Smart Beta & Enhanced Indices | Scoop.it
Diapason launches Virtuoso Smart Beta commodity investment platform
HedgeWeek
United States funds Hedge.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

'Smart-Beta' ETFs Beat S&P 500

'Smart-Beta' ETFs Beat S&P 500 | Smart Beta & Enhanced Indices | Scoop.it
Instead of the tracking the S&P 500 through a traditional capitalization-weighted index exchange traded fund, investors can access the broad U.S. markets through “enhanced” or “smart-beta” index funds that try to mimic ...
more...
HALEYcbg's comment, July 17, 2014 11:59 PM
superb
Scooped by Vincent Denoiseux
Scoop.it!

Smart beta: Dumb name, interesting trend - MarketWatch

Smart beta: Dumb name, interesting trend - MarketWatch | Smart Beta & Enhanced Indices | Scoop.it
Smart beta: Dumb name, interesting trend
MarketWatch
The Economist examines the latest bit of jargon from the fund-management industry — "smart beta" describes strategies such as equal weighting and fundamental indexing.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

2 ETFs that beat the S&P 500 at its own game

2 ETFs that beat the S&P 500 at its own game | Smart Beta & Enhanced Indices | Scoop.it
2 ETFs that beat the S&P 500 at its own game
MarketWatch
Smart-beta funds deviate from conventional index allocations according to standard formulas that reflect theories about the underlying drivers of relative performance within an index.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Swedroe: Taking On The Lies About Active

Swedroe: Taking On The Lies About Active | Smart Beta & Enhanced Indices | Scoop.it
Just about every claim in the name of active investing is flimsy and refutable, Larry Swedroe says.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Deutsche Asset & Wealth Management - Risk.net

Deutsche Asset & Wealth Management - Risk.net | Smart Beta & Enhanced Indices | Scoop.it
Sponsored survey: Deutsche Asset & Wealth Management
Risk.net
Investors were also positive about a broad variety of products they wanted to see developed from smart beta ETFs, equally weighted indexes and Asian bonds.
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

Low-volatility strategies are gaining speed in Asia

Low-volatility strategies are gaining speed in Asia | Smart Beta & Enhanced Indices | Scoop.it
Low-volatility strategies are gaining speed in Asia Pensions & Investments In a telephone interview, Tokihiko Shimizu, director-general of the GPIF's research department, while declining to discuss timing, said his team is engaged in an in-depth...
more...
No comment yet.
Scooped by Vincent Denoiseux
Scoop.it!

How Smart Beta 2.0 can place the investor firmly in control

How Smart Beta 2.0 can place the investor firmly in control | Smart Beta & Enhanced Indices | Scoop.it
How Smart Beta 2.0 can place the investor firmly in control
Citywire.co.uk
The idea is initially a critique and an improvement on the first range of smart beta indices, which were designed and based on a bundle of embedded risks.
more...
No comment yet.