Advisers lack confidence in using smart beta strategies, says Columbia Threadneedle survey

The latest strategic beta or smart beta report from Columbia Threadneedle Investments in the US reveals that a survey of 299 advisors conducted in April 2019 found that nearly all advisors (98 per cent) have some level of familiarity with strategic beta investing, but just one-third (36 per cent) feel confident implementing it in client portfolios.

Marc Zeitoun, Head of Strategic Beta and Private Client Advisory arrived at Columbia Threadneedle following the 2016 acquisition of Emerging Global Advisors and a mandate to grow the business in ETFs across the board. The team currently manages USD680 million in ETF assets, and the firm has USD459 billion in assets under management across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

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Beverly Chandler
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