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Smart Beta

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Institutions increase investment in factor-based strategies

Wed, 06/04/2016 - 15:07

A new study from The Economist Intelligence Unit, sponsored by BlackRock, finds that institutional investors are increasingly employing factor-based strategies across their investment process. »

Transamerica launches smart beta investment options powered by BlackRock's iShares ETFs

Transamerica launches smart beta investment options powered by BlackRock's iShares ETFs

Thu, 31/03/2016 - 16:38

Transamerica has launched three new variable annuity investment options with underlying portfolios that invest across a series of BlackRock's iShares smart beta exchange-traded funds (ETFs).  »

Beverly Chandler

Paper warns of over generalising on smart beta

Tue, 29/03/2016 - 10:05

Edhec Risk’s smart beta platform provider, ERI Scientific Beta, has published a research paper warning against simplistic explanations of smart beta performance. »

Beta

Smart beta: More than just a name

Thu, 17/03/2016 - 08:57

While there is still a lot of debate about what smart beta is and what it should be called, the reality is that the term is now in common use and is applied to a wide universe of products. Source has published a whitepaper on smart beta, seeking to clarify the role of these products in a portfolio. »

WisdomTree named Best Smart Beta Provider and Most Innovative European ETN Provider by etfexpress

Mon, 14/03/2016 - 16:30

WisdomTree, the exchange-traded fund (ETF) and exchange-traded product (ETP) sponsor, and the world’s largest currency-hedged ETF issuer, has been voted ‘Best Smart Beta Provider’ and ‘Most Innovative European ETN Provider’ by etfexpress in their annual awards. »

Source issues first smart beta ETF from FTSE RAFI Equity Income index family in Europe on Xetra

Fri, 11/03/2016 - 15:41

Source has launched a new equity index exchange traded fund (ETF) – the Source FTSE RAFI Europe Equity Income Physical UCITS ETF – on Deutsche Börse’s XTF segment on Xetra and Börse Frankfurt. »

Nick Samuels

Firm predicts extinction for many active equity managers

Tue, 01/03/2016 - 13:24

Nick Samuels (pictured), head of equity manager research at independent pension investment consultants Redington, believes that the majority of active equity managers face extinction. »

Firm speculates on smart beta crash ahead

Fri, 26/02/2016 - 08:50

US-based Research Affiliates has published a paper on the long term outlook for smart-beta, examining the impact of rising valuations in smart beta and the detrimental impact these may have on the space in the long term.  »

Three new UBS smart beta ETFs launched on Xetra

Wed, 13/01/2016 - 09:11

Three new smart beta ETFs issued by UBS Global Asset Management has launched three new smart beta exchange traded funds (ETFs) on Xetra and Börse Frankfurt. »

ETF Securities expands short and leveraged ETP range

Mon, 23/11/2015 - 09:42

ETP provider, ETF Securities Group, has announced the listing of 18 new three times short and leveraged commodity ETPs  and six new five times short and leveraged currency ETPs on the LSE.  »

Beverly Chandler

Strategic beta grows in the US on back of ETFs

Tue, 13/10/2015 - 17:03

The fourth quarter report from analytics firm Cerulli Associates finds that the growth of strategic beta across institutional channels in the US is due in large part to the availability of these strategies through ETFs.  »

Beverly Chandler

New study highlights the added value of active allocation to smart beta indices

Thu, 08/10/2015 - 12:27

The EDHEC-Risk Institute has published a new study entitled ‘Active Allocation to Smart Factor Indices’, drawn from the eponymous Rothschild & Cie research chair. »

Beverly Chandler

The rise of smart beta challenges traditional asset management

Fri, 11/09/2015 - 10:01

In its latest comment on sectors, Moody’s Investors Service, reports on the rising phenomenon of smart beta and predicts it could lead the way to challenging traditional asset managers.   »

Beverly Chandler

EDHEC-Risk Institute raises concerns on smart beta

Thu, 30/07/2015 - 09:54

EDHEC-Risk Institute has conducted a study, produced as part of the Société Générale Prime Services (Newedge) research chair on “Advanced Modelling for Alternative Investments”.   »

Beverly Chandler

Concerns remain on transparency of smart beta ETFs

Tue, 23/06/2015 - 17:18

A survey of investment professionals conducted as part of the Amundi ETF & Indexing research chair at EDHEC-Risk Institute on “ETF and Passive Investment Strategies,” has solicited the views of European ETF investors on “smart beta” ETFs. »

Beverly Chandler

Lyxor and J.P.Morgan team up to launch a range of risk factor ETFs

Wed, 17/06/2015 - 10:21

Next month will see the launch of a new range of risk factor ETFs from a new joint venture between Lyxor ETF, the second largest issuer of ETFs in Europe in terms of inflows year to date, with almost EUR50 billion in assets under management, and J.P. Morgan.  »

Beverly Chandler

Smart beta wins out over active managers with institutional investors

Wed, 17/06/2015 - 10:02

FTSE Russell’s 2015 Smart Beta survey, published earlier this year, showed that the take up of smart beta by institutions in Europe, particularly larger institutions, is exceeding that of the US. »

Beverly Chandler

Institutions using strategic beta ETFs to replace active strategies

Mon, 15/06/2015 - 09:49

Research from analytics firm Cerulli Associates finds that institutions are using strategic beta ETFs to replace active strategies. "Many institutional firms that were unhappy with the results from their active managers began seeking alternative approaches to risk-adjusted returns as part of the fallout from the financial crisis," explains Jennifer Muzerall, senior analyst at Cerulli. "A number of institutional players started investing in strategic beta ETFs as part of this shift." »

features

Interview

Ted Theodore

White Paper

In Focus

Howie Li

ETFs under the microscope

Wed, 10/02/2016 - 13:01

Special Reports

etfexpress Awards 2016

etfexpress Awards 2016

Tue, 08/03/2016 - 17:47

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RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
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Mon, 29/02/2016 - 15:20
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Mon, 12/10/2015 - 14:59
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Mon, 16/05/2016   - London
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