Smart Beta & Risk Allocation
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Smart Beta & Risk Allocation
News & Thoughts About New Forms of Indexing
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What you Need to Know about Smart Beta

What you Need to Know about Smart Beta | Smart Beta & Risk Allocation | Scoop.it
The term “smart beta” is becoming bandied about more frequently these days. In her first post for The Blog, Sara Shores explains smart beta and its potential benefits as part of an overall investment strategy.
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Smart beta 'not a threat' to likes of Bridgewater and Winton, Lyxor CEO says | CTA Intelligence

Hedge fund managers shouldn’t feel threatened by the growth of strategic beta or alternative risk premia products, Lyxor Asset Management CEO Lionel Paquin has
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Smart beta funds helping investors manage portfolio volatility | Institutional Asset Manager

Smart beta funds helping investors manage portfolio volatility | Institutional Asset Manager | Smart Beta & Risk Allocation | Scoop.it
The global ETF market has seen its assets balloon to USD2.7tn according to Markit, a financial information services firm. This has largely been helped by increased adoption among European investors.
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Demand for smart beta investments on the increase, says Invesco Powershares - HedgeWeek

Demand for smart beta investments on the increase, says Invesco Powershares - HedgeWeek | Smart Beta & Risk Allocation | Scoop.it
Demand for smart beta indices across Europe is growing, according to research conducted for ETF provider Invesco PowerShares.
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Is Smart Beta Really So Smart? | Yale Insights

Is Smart Beta Really So Smart? | Yale Insights | Smart Beta & Risk Allocation | Scoop.it
It’s nearly impossible for a 401(K) participant or chief investment officer to open an investing publication today without encountering the term “smart beta.” This makes for an opportune moment to take a deep breath and re-examine what smart beta...
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Is Smart Beta Really Smart?: The Journal of Portfolio Management

There is a popular new investment strategy in portfolio management called smart beta.
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Bradesco turns to FTSE smart beta in international push

Bradesco turns to FTSE smart beta in international push | Smart Beta & Risk Allocation | Scoop.it
The move comes as Bradesco Asset Management tries to gather more assets outside its home region
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The real factor exposures in “smart beta” indexes - Top1000funds.com

The real factor exposures in “smart beta” indexes - Top1000funds.com | Smart Beta & Risk Allocation | Scoop.it
Investors relying on nomenclature of smart beta indexes as an accurate reflection of their factor exposures should take a closer look.
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Where is Smart Beta heading in 2015?

Where is Smart Beta heading in 2015? | Smart Beta & Risk Allocation | Scoop.it
RT @LBS: Andrew Scott, Professor of Economics, leads a debate on the biggest risks for wealth managers in 2015 http://t.co/a21aAy1eHn
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Ossiam latest to enter smart-beta corporate bond fray

Ossiam latest to enter smart-beta corporate bond fray | Smart Beta & Risk Allocation | Scoop.it
Paris-based ETF manager uses Moody’s Analytics credit-risk measures in systematic portfolio selection strategy
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Indexing for bonds: Smart beta strategies make elbow room - FT.com

Indexing for bonds: Smart beta strategies make elbow room - FT.com | Smart Beta & Risk Allocation | Scoop.it
The last-minute deal necessary to avert a default on US government debt and the European sovereign debt crisis have sharpened investors’ awareness of the dangers of instability and turmoil in bond markets. This has also led to a growing interest in
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S&P, BlackRock plan 'smart' bond indexes and funds

NEW YORK, May 22 (Reuters) - Companies such as BlackRock Inc and Standard & Poor's are taking a popular stock fundstrategy and applying it to bonds.For more than a decade, asset managers have been creatingstock
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'Smart beta' pressures asset managers to hone selection skills- Nikkei Asian Review

TOKYO -- Asset managers in Japan are getting serious about saving their jobs as the emergence of the so-called smart-beta approach makes real the pos ('Smart beta' pressures asset managers to hone selection skills
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Gatekeepers digging deeper into smart beta strategies - FT.com

Gatekeepers digging deeper into smart beta strategies - FT.com | Smart Beta & Risk Allocation | Scoop.it
Ignites, a Financial Times publication, provides news about the mutual fund industry in the US.
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‘Smart Beta’: Bridging Active Vs. Passive and managing risk via volatility

‘Smart Beta’: Bridging Active Vs. Passive and managing risk via volatility | Smart Beta & Risk Allocation | Scoop.it
Institutional investors have used alternative weighting and factor-driven strategies since the 1970s, though no one called them “smart beta” back then. Now that the term has become mainstream, nonm...
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Lyxor and Amundi predict big passive push - FT.com

Lyxor and Amundi predict big passive push - FT.com | Smart Beta & Risk Allocation | Scoop.it
Record-breaking inflows this year into Europe’s exchange traded funds industry have encouraged both Lyxor and Amundi to make bold predictions about future asset growth for their passive investment arms.
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Passive Investors To Double Smart Beta Assets By 2017

Passive Investors To Double Smart Beta Assets By 2017 | Smart Beta & Risk Allocation | Scoop.it
Passive investors in Europe plan to double their assets tracking non-market cap weighted strategies
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Russell Index Smart Beta Guidebook | Russell Investments

Russell Index Smart Beta Guidebook | Russell Investments | Smart Beta & Risk Allocation | Scoop.it
Use the Russell Index performance calculator to view index returns data for Russell U.S. Equity Indexes.
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Robert Shiller and DoubleLine Team Up to Create Smart Beta Fund

Robert Shiller and DoubleLine Team Up to Create Smart Beta Fund | Smart Beta & Risk Allocation | Scoop.it
The Nobel laureate and the firm founded by Jeffrey Gundlach have developed one of the top large-cap value funds of the year.
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Drilling down into smart beta - Financial News

Drilling down into smart beta - Financial News | Smart Beta & Risk Allocation | Scoop.it
Smart beta is set to be the biggest source of growth for ETF products in Europe, according to EY’s Global ETF Survey
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Bradesco AM offers Latin American smart beta, appoints new CEO [updated]

Bradesco AM offers Latin American smart beta, appoints new CEO [updated] | Smart Beta & Risk Allocation | Scoop.it
Brazilian giant works with FTSE to launch smart-beta index, SICAV as it begins search for Joaquim Levy replacement
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A new world for bonds

A new world for bonds | Smart Beta & Risk Allocation | Scoop.it
IMAGINE that the stockmarket was divided into two. The big investment banks—Goldman Sachs, Morgan Stanley and Bank of America Merrill Lynch—would create lists of...
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Research Affiliates, Citi launch corporate bond fundamental index

Research Affiliates, Citi launch corporate bond fundamental index | Smart Beta & Risk Allocation | Scoop.it
Smart-beta index claims higher return for less volatility in investment-grade credit
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‘Smart beta’ or just ‘dumb alpha’ for corporate bonds?

‘Smart beta’ or just ‘dumb alpha’ for corporate bonds? | Smart Beta & Risk Allocation | Scoop.it
John Atkin examines the corporate bond smart beta phenomenon, and offers alternative ideas for alleviating the issues that the strategies aim to tackle
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Invesco PowerShares Expands Smart Beta Fixed Income Lineup With Laddered Corporate Bond Portfolio (LDRI)

Invesco PowerShares Expands Smart Beta Fixed Income Lineup With Laddered Corporate Bond Portfolio (LDRI) | Smart Beta & Risk Allocation | Scoop.it
Invesco PowerShares Expands Smart Beta Fixed Income Lineup With Laddered Corporate Bond Portfol.. http://t.co/BbeAbAcFv0 $QQQ #tech #stocks
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