Smart Beta
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April, 2014
Advanced beta comes of age
Ana Harris, Portfolio Strategist, State Street Global Adivsors. Advanced (or smart) beta is starting to challenge the status quo of active versus passive investment. Ana Harris of State Street Global Advisors explains why the time may be right for advanced beta strategies. The debate around advanced beta and its potential in asset allocation has ...
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April, 2014
Smart beta investing and the benefits of rebalancing
Stuart White, Head of Institutional, UK, HSBC Global Asset Management. Stuart White of HSBC Global Asset Management analyses the impact of regular rebalancing on a portfolio. Investment management has long been viewed as either passive or active management. Passive seeks to track a reference index and deliver performance net of fees as close as possible ...
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April, 2014
Local authorities look to smarten up their beta
Matthew Craig, LAPF Investments. Investors generally have faced a simple choice when appointing a fund manager. One option is to seek a skilled manager who aims to beat the market, while the other is to use an index-tracker that simply provides the market return. Now, a third option, smart beta, is increasingly being used by investors. It accepts that ...
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April, 2014
Style investing: the long and the long/short of it
Antti Ilmanen, Principal, AQR. Antti Ilmanen of AQR looks at style investing and how it might apply to smart beta and other strategies. Long-only, or “smart beta”, strategies apply tilts (typically within equities) to give exposure to styles such as value, momentum, size or low-risk. That is, they overweight stocks that are relatively cheap, have ...
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April, 2014
Rebalancing in smart beta strategies
Timothy Atwill, Investment Adviser, Eaton Vance. Portfolio rebalancing is essential in smart beta strategies. Timothy Atwill of Eaton Vance explains the concepts behind the different rebalancing methods. Many smart beta strategies available in the marketplace today are generally understood to be index-style portfolios, but which are varied or weighted ...
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