Sign up for free newsletter

 

Beta

Smart beta is here to stay, says Russell survey


Some 32 per cent of institutional asset owners currently have smart beta allocations, while more than half of those expect to increase their allocation, according to a survey by Russell Investment’s index business.

Only five per cent plan on reducing it. In addition, 76 per cent of asset owners are currently evaluating smart beta or plan to evaluate it within the next 18 months expect to make an allocation.
 
Particularly compelling is that smart beta indexes are being sought for their investment utility, helping to achieve broader portfolio objectives such as risk reduction and return enhancement more than basic cost savings.
 
The survey polled approximately 200 institutional asset owners with at least USD200 million in assets under management (AUM) in North America and Europe. The goal was to better understand perceptions and adoption of smart beta within these important investor populations.

Furtherreading
from our other sites
morenews

Source favours European equities

Mon, 22/Aug/2016 - 14:32

Charles Stanley comments on ETF flows

Mon, 22/Aug/2016 - 14:26

Gold may face a reversal

Mon, 22/Aug/2016 - 10:47

events
1 week 4 days from now - Ulaanbaatar
1 week 6 days from now - New York
2 weeks 18 hours from now - San Francisco
2 weeks 6 days from now - Los Angeles
training
Wed, 21/09/2016   - London
Wed, 28/09/2016   - London
Thu, 29/09/2016   - London
specialreports
other gfm publications