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Showing 121 - 130 of 147 results for "Smart beta"

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... one, three and five years. Compounding the tough stock-picking environment for active fund managers are the rise of smart beta, which, though in its early days, may prove capable at outperforming them at a fraction of the cost; and the trend for the ...

FEATURE: A new world order in active management

MARK SMITH  |  FRIDAY, 21 NOV 2014
... the jig is up for active fund managers. It seems the world of investing has it in for active managers. The rise of "smart beta" has blurred the line between active and passive investment strategies, offering investors low-cost, rules-based index solutions ...

Active management under threat from smart ETFs

MARK SMITH  |  MONDAY, 27 OCT 2014
... managers may be forced to review their business propositions in the light of the growth in advanced beta products. "Smart beta opens up new things you can do," said Blitzer. "In the US advisers are increasingly using ETFs to build portfolios." Blitzer ...

FEATURE: Is it time to change the conversation about ETFs?

JAMES FERNYHOUGH, MARK SMITH  |  FRIDAY, 24 OCT 2014
... indices as wide as the S&P Global 100 or as specific as the MSCI Korea 25/50 Index. There is also a growing number of smart beta-style ETFs, such as those that target high-dividend-yielding companies, or specific sectors, such as healthcare or financials. ...

AXA ESG SmartBeta fund available to retail investors

JAMES FERNYHOUGH  |  MONDAY, 15 SEP 2014
... investment strategy Kathryn McDonald, said of the novel move to combine environmental, social and governance screens with a smart beta approach: "Overlaying smart beta with ESG is quite a new and novel concept but it's one we feel is a very positive ...

Passive FUM reaches all-time high

MARK SMITH  |  MONDAY, 28 JUL 2014
... emphasises cost reductions (such as MySuper), while others stem from product innovations in the indexing space, such smart beta. The new figures have come soon after the release of the Financial System Inquiry's interim report which raised concerns about ...

Towers Watson urges instos to consider smart beta

MARK SMITH  |  MONDAY, 28 APR 2014
Investment consultant Towers Watson has thrown its support behind smart beta approaches to investment, recommending institutional investors revisit their equity strategies to incorporate the lower cost products. In a new publication, Global equity investing ...

Advisers show overwhelming support for ETFs

MARK SMITH  |  MONDAY, 7 APR 2014
... Kevin Quigg said. "Advisers are rethinking the products they use at the core of their portfolios with advanced beta or smart beta ETFs beginning to replace traditional passive index exposures. "ETFs free part of an expense and risk budget to pay active ...

AXA IM includes ESG in smart beta offering

JAMES FERNYHOUGH  |  TUESDAY, 18 MAR 2014
AXA Investment Managers (AXA IM) has developed a smart beta investment option that includes environmental, social and governance (ESG) factors. The ESG version of AXA IM's SmartBeta solution will be presented to institutional investors as an alternative ...

AXA IM to expand outside of Europe

LAURA MILLAN  |  FRIDAY, 14 MAR 2014
... AXA IM reported assets under management of $834 billion at the end of December 2013, up from $811 billion in 2012. Smart beta and responsible investment strategies gained traction with Australian investors in 2013. The manager's growth reflects momentum ...