Advisers Unfamiliar With Smart Beta
Embracing factor-based funds could help advisers fine-tune portfolios
Tag: Smart Beta
Smart Beta Adoption Hindered by Adviser Inexperience
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.”
Passives, Smart Beta and Alternatives Reshape Investment Landscape
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.
Smart Beta Demand Favors Multi-Factor Approach
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.
‘Dilution’ Can Derail Outperformance in Institutional Factor-Based Portfolios
In conversation with PLANADVISER, Northern Trust Asset Management’s head of quantitative research steps through some of the pros and cons of using factor-based portfolios and so called smart-beta strategies; he sees big opportunities, but also warns about the “dilution” phenomenon.
Advisers Warming Up to Smart Beta
However, while 79% of U.S. advisers are aware of smart beta, only 36% are very familiar.