Advanced beta comes of age Advanced (or smart) beta is starting to challenge the status quo of active versus passive investment. Ana Harris of State... Ana Harris Portfolio Strategist State Street Global Adivsors April 1, 2014 Focus Smart beta investing and the benefits of rebalancing Stuart White of HSBC Global Asset Management analyses the impact of regular rebalancing on a portfolio. Investment management has long been... Stuart White Head of Institutional, UK HSBC Global Asset Management April 1, 2014 Focus Local authorities look to smarten up their beta Investors generally have faced a simple choice when appointing a fund manager. One option is to seek a skilled manager... Matthew Craig LAPF Investments April 1, 2014 Focus Style investing: the long and the long/short of it Antti Ilmanen of AQR looks at style investing and how it might apply to smart beta and other strategies. Long-only, or... Antti Ilmanen Principal AQR April 1, 2014 Focus Rebalancing in smart beta strategies Portfolio rebalancing is essential in smart beta strategies. Timothy Atwill of Eaton Vance explains the concepts behind the different rebalancing... Timothy Atwill Investment Adviser Eaton Vance April 1, 2014 Focus Thinking a decade ahead: a thematic approach to global equities To invest successfully over the long term, investors should uncover companies which are able to capitalise on global trends. Henry... Henry Boucher Deputy CIO Sarasin & Partners February 1, 2014 Focus The global emerging markets opportunity Emerging markets may have struggled over the last couple of years, but the case for long-term investment still remains. Marcello... Marcello Siniscalchi Chief Investment Officer Itaú Asset Management February 1, 2014 Focus The curious case of developed and emerging markets divergence Globalisation of financial markets has led some to expect a degree of correlation in performance from developed and emerging markets.... Jamie Cumming Senior Investment Manager Aberdeen Asset Management February 1, 2014 Focus A fundamental approach to risk reduction Applying strong discipline to every stage of the stock selection process is key to a successful investment. David Herro of... David Herro Chief Investor Officer, International Equities Harris Associates February 1, 2014 Focus Volatility is back – but not all emerging markets are exposed Urban Larson of Standish looks at the volatility affecting emerging markets bonds and currencies. He examines the factors contributing to... Urban Larson Product Specialist Standish February 1, 2014 Focus