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Smart Beta

Jim Goodland, GPS Wealth Management

GPS Wealth Management launches Power Portfolios

Fri, 02/12/2016 - 09:01

GPS Wealth Management has launched its Power Portfolios, which consist of low-cost and smart-beta funds as well as traditional managers who consistently beat their benchmarks. »

Ersel to use STOXX smart beta indexes in new product launch

Thu, 01/12/2016 - 16:04

STOXX Ltd, the operator of Deutsche Boerse Group’s index business, has announced that 12 of their smart beta index suite have been licensed by Italian asset manager Ersel Asset Management SGR to support a new mutual fund. »

Invesco factor study predicts strong upward trend

Mon, 28/11/2016 - 15:17

A new independent global study on factor investing, commissioned by investment firm Invesco, finds that demand and adoption of factor-based strategies will continue on an upward trend. »

Dan Draper, Invesco PowerShares

Factor ETFs help build better outcomes

Wed, 23/11/2016 - 11:11

Dan Draper (pictured), Global Head of PowerShares by Invesco, describes factors as the building blocks of portfolios – the DNA of a portfolio's return stream.  »

François Millet, Lyxor Asset Management

A year of take-off for smart beta

Wed, 23/11/2016 - 11:05

Francois Millet (pictured), head of ETF and index product development at Lyxor says that 2016 has been the year of true take-off for smart beta in the ETF space. Millet reports that end of September saw EUR25 billion in assets in smart beta ETFs for Lyxor in Europe, with some EUR6.5 billion in flows. »

Howei Li, ETF Securities

Robot theme captures investors’ appetite

Wed, 23/11/2016 - 11:01

Almost a decade since the 2008 crisis and following an extended period of low interest rates, investors are actively looking for new ways to create wealth. Alternative sources of return such as via thematic investing, have the potential to unlock these new pockets of opportunity.  »

Beverley Chandler, etfexpress

Factoring in a smart approach

Wed, 23/11/2016 - 10:53

Smart beta indexes and the ETFs based upon them have seen huge growth over recent years. Their ability to sit midway between active and passive investment management has endeared them to an audience of investors who have been floundering in a low interest rate and expensive equity environment. »

BlackRock makes changes to LifePath Target Date Fund Series

Mon, 21/11/2016 - 13:45

BlackRock has made changes to its LifePath series of target date mutual funds, offering a broader choice among varying degrees of active asset management within the fund series. »

MSCI leads in low volatility ETF indexes

Fri, 18/11/2016 - 09:47

Index and analytics provider MSCI reports continued strong demand for factor indexes, with close to USD51 billion in net cash flows and USD17.5 billion of those flows flowing in to global factor based ETFs linked to MSCI’s factor indexes, year to date through 30 September, 2016. »

Markets ignoring risks of Trump’s policies

Wed, 16/11/2016 - 11:04

Van Eck Vector ETFs comments that markets appear to be ignoring the risks of Trump’s policies. »

Blue-collar finance lies behind smart beta indexes

Mon, 07/11/2016 - 15:36

Richard Phillips (pictured) is Co-Founder, Senior Index Analyst, and Head of Index Operations at S-Network Global Indexes. He describes his firm as:  “Blue collar finance, not white collar fancy suits and Maserati finance. We work in the mill and produce a good product.”  »

Global active ETF assets reach record high

Wed, 26/10/2016 - 09:59

Assets listed in global active ETFs have reached a new record high of USD40.33 billion at the end of the third quarter of 2016 according to data providers ETFGI.  »

Smart beta to become more popular in Europe over next three years, says Invesco PowerShares

Tue, 25/10/2016 - 09:36

Wider understanding of smart beta products and how they can be integrated into a portfolio is increasing the belief that these strategies will become more popular over the next three years, according to research for Invesco PowerShares. »

Beaumont launches smart beta solutions targeting alpha and downside protection

Wed, 19/10/2016 - 09:20

Beaumont Capital Management (BCM), a provider of tactical, exchange-traded fund-based investment solutions, has launched two smart beta solutions, the BCM Paradigm Series. »

BetaShares rides wave of ETF growth Down Under

Tue, 18/10/2016 - 10:04

Australian ETF provider BetaShares launched about seven years ago, with its first ETF listed in December 2010, and has surfed a wave of growth in the sector in the country since then.  »

BlackRock launches four US equity factor ETFs

Mon, 17/10/2016 - 10:56

BlackRock has launched four US equity-focused ETFs in its range of iShares factor ETFs, designed to enable investors to tilt their portfolios to the areas of the US equity market they believe will outperform.  »

MPI details how hot smart beta low volatility funds are doing

Thu, 06/10/2016 - 16:49

Investment research firm Markov Processes International (MPI) has published a paper entitled ‘Lower Volatility Smart Beta Funds - A Safe Haven in Turbulent Times?’, commenting that smart beta funds are hot at the moment.  »

The difficulty in judging smart beta

Fri, 23/09/2016 - 12:00

Craig Lazzara, Global Head of Index Investment Strategy for S&P Dow Jones Indices writes that it is difficult for investors to judge smart beta, as it takes subtlety to evaluate a smart beta strategy against the claims that its vendor make. »

SGX and S&P partner up

SGX and S&P partner up

Tue, 13/09/2016 - 14:15

Singapore Exchange’s (SGX) SGX Index Edge is to use S&P Global Markets Intelligence’s Alpha Factor Library to develop new quantitative index models and smart beta indices across Asia Pacific. »

Searching for alternative beta

Fri, 09/09/2016 - 12:01

Bfinance’s Chris Stevens (pictured) reports on a recent manager search for alternative beta strategies for a large US corporate pension scheme with USD10 billion in assets under management. »

Taiwan exchange launches smart beta indices

Wed, 27/07/2016 - 08:51

Taiwan Stock Exchange subsidiary, Taiwan Index Plus Corporation, has launched two new smart beta indices – the ‘TIP TAIEX+ Dividend Appreciation 100 Index’ (DVA 100 Index) and the ‘TIP TAIEX+ Dividend Appreciation 150 Index’ (DVA 150 Index).  »

WisdomTree launches two new smart beta ETFs on Xetra

Tue, 21/06/2016 - 16:16

WisdomTree has launched tow new smart beta exchange traded funds (ETFs) on Xetra providing investors to participate in the performance of stock corporations with the best combined rank of growth and quality factors.  »

Columbia Threadneedle Investments launches equity income smart beta ETFs

Tue, 14/06/2016 - 15:53

Columbia Threadneedle Investments has launched three equity income smart beta exchange-traded funds (ETFs), the first in a series from the new Columbia Beta Advantage family of rules-based, factor-driven, smart beta ETFs.  »

Paper finds that valuations matter in smart beta

Mon, 13/06/2016 - 12:33

To win with ‘Smart Beta’, ask if the price is right is the suggestion of Rob Arnott, Noah Beck, and Vitali Kalesnik, Ph.D in their latest paper on the subject for Research Affiliates.  »

2016 turning point year in smart beta evaluation

Thu, 02/06/2016 - 14:37

FTSE Russell has published its Smart beta:2016 global survey findings from asset owners, which finds that the year is a turning point in smart beta evaluation. »

Pay for what you get offer from ERI Scientific Beta

Mon, 30/05/2016 - 14:58

ERI Scientific Beta, the smart beta index provider offshoot of EDHEC Risk Institute, has launched a “pay for what you get” approach to index pricing that will disrupt the traditional model of fixed fees on assets under management and enable investors to relate their fees directly to smart beta index performance.  »

STOXX extends suite of smart-beta indices

STOXX extends suite of smart-beta indices

Thu, 26/05/2016 - 14:49

STOXX Ltd, operator of Deutsche Boerse Group’s index business, and a global provider of tradable index concepts, has extended the STOXX Select and STOXX Diversification Select index families that were introduced in October 2015.  »


Europe leads in smart beta use

Wed, 25/05/2016 - 09:19

The third FTSE Russell global and institutional market survey of smart beta index use reveals adoption rates in Europe are the highest over the past three years.  »

Smart Beta ETF assets to reach USD1tn by 2020, says BlackRock

Fri, 13/05/2016 - 21:05

BlackRock’s exchange traded fund (ETF) business iShares is projecting that smart beta ETF assets will reach USD1 trillion globally by 2020 and USD2.4 trillion by 2025.  »

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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. »

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