Strategic beta products offer advisers the opportunity to fine-tune investment exposures, but the strategies demand “increasing intellectual capital to select amid an abundance of options.”
Tag: Smart Beta
According to Boston Consulting Group, among asset management products, passives were far and away the fastest growing category in 2017, with a record 25% increase in AUM over an already very sizable base.
Data shared by FTSE Russell, taken from the firm’s annual smart beta survey, suggests the use of “multi-factor combination smart beta index-based investment strategies” by institutional investors has more than doubled since first measured in 2015.
However, while 79% of U.S. advisers are aware of smart beta, only 36% are very familiar.