Environmental, social and governance factors have a role to play in the smart beta strategies that institutional investors have become more familiar with in recent years, according to an investment manager who spoke at a seminar in Toronto on Thursday. When creating an index, exposure to environmental, social and governance factors can work just like any other […]
As part of a new series of interviews in Benefits Canada‘s companion publication, the Canadian Investment Review, Caroline Cakebread sat down with the OPSEU pension plan’s chief investment officer James Davis to ask five key questions about what the fund is working on right now and what big risks are facing investors today. The questions […]
Factor investing can boost your hedge fund allocation.
Institutional money managers are increasingly turning to ETFs, citing liquidity, transparency and ease of implementation.
Smart beta can be considered an interesting alternative to investing in market-cap weighted indexes.
Questrade Wealth Management launched six exchange-traded funds on the Toronto Stock Exchange.
Towers Watson’s institutional investment clients around the world allocated over $8 billion to smart beta strategies last year, bringing the total exposure to around $40 billion (in 550 portfolios) in these strategies, across a range of asset classes.
Smart beta indexes can be a useful de-risking tool
A low-volatility portfolio can bring good returns without great risk, but building that kind of portfolio is not as simple as finding low-beta stocks. Investors need to be aware of risks and, when they consider investing aboard, they need to understand whether they should engage in currency hedging.
A survey finds that smart beta indexes are being sought by institutional investors for their investment utility, helping to achieve broader portfolio objectives such as risk reduction and return enhancement more than basic cost savings.