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Showing 121 - 130 of 162 results for "Smart Beta"

FEATURE: Beyond Beta

LAURA MILLAN  |  TUESDAY, 7 JUL 2015
... battle continues, a third option becomes increasingly popular. For lack of a better term, the industry has named it smart beta. Unlike most finance jargon, smart beta seems to be best defined by what it is not, rather than by what it actually is. Investors ...

Advisers waiting on the sidelines with smart beta

LAURA MILLAN  |  MONDAY, 29 JUN 2015
Smart beta strategies are gaining popularity among investors, but financial advisers are exercising caution and waiting for the market to develop further in Australia. Financial Keys principal, Mark Causer, told Financial Standard that he tends to recommend ...

Investors concerned smart beta lacks transparency

LAURA MILLAN  |  WEDNESDAY, 24 JUN 2015
Investors fear that smart beta indices lack full transparency on methodology and risk analytics, global research found. "Respondents appear to have major concerns about the quality of these products," the EDHEC-Risk Institute 'Investor Interest in and ...

Internalisation has gone the full circle say CIOs

DARREN SNYDER  |  FRIDAY, 5 JUN 2015
... tools to lower fees was reducing the fund's investment management fee. "Of course passive [products] or investing in smart beta and internalisation can get that fee a lot lower," he said. Sunsuper chief investment officer, David Hartley, said internalisation ...

Van Eck launches small cap ETF

LAURA MILLAN  |  THURSDAY, 28 MAY 2015
Van Eck has launched Australia's first small cap exchange traded fund (ETF) that tracks the index using a smart beta approach. The Market Vectors Small Cap Dividend Payers ETF (MVS) includes only the most liquid ASX listed small companies and only those ...

ANZ enters fast growing ETF market

LAURA MILLAN  |  TUESDAY, 26 MAY 2015
... ETF (ZOZI), which includes Australia's best performing 50 large cap companies and 50 mid-caps. ANZ also launched two smart beta funds; the S&P/ASX300 High Yield Plus ETF (ZYAU), which "looks at total share buybacks of each ASX300 company over the last ...

Smart beta here to stay, research confirms

LAURA MILLAN  |  FRIDAY, 22 MAY 2015
Smart beta is present in over half of the world's portfolios, with professional investors increasingly combining multiple smart beta strategies, new global research found. The FTSE Russell Smart Beta: 2015 Global Survey Findings from Asset Owners survey ...

HSBC pitches low vol strategy to instos

LAURA MILLAN  |  THURSDAY, 14 MAY 2015
... asset management's head of global equities Angus Parker said. HSBC's Global Low Vol strategy sits within the manager's smart beta range of funds and aims to build a portfolio that avoids volatility and holds assets for the long term. The managers use ...

End heavy weighting in US equities: Tempo AM

LAURA MILLAN  |  FRIDAY, 8 MAY 2015
... had been the top market performer in only three years: 2011, 2013 and 2014. The trend is reflected in Tempo's fund, a smart beta strategy that aims to outperform the MSCI index by investing equal parts of the portfolio in eight different equity markets. ...

Tempo finds beta growth in Europe, Asia

LAURA MILLAN  |  FRIDAY, 17 APR 2015
Boutique fund manager Tempo Asset Management is turning its global smart beta strategy away from the United States and Canada and finding growth in Europe and Asia. Tempo principal Joe Bracken told Financial Standard that the Tempo Global Equity Fund ...