A report by Cogent Research on behalf of Invesco says about one-quarter of institutional decision-makers use smart beta exchange-traded funds that number is expected to rise.
Towers Watson’s institutional investor clients made more than twice as many new investments in smart beta strategies during 2013.
Smart beta strategies are playing a more influential role in some of the world’s largest portfolios, according to a State Street Global Advisors study.
Institutional investors are increasingly looking to customized beta strategies to meet fund objectives, according to research by Northern Trust.
Market Evidence on Systematic Risk Versus Mispricing
Author Martin Leibowitz talks beta and stress-beta post crisis.
Think of it as the dark matter of the investment world.
What is the attraction of market neutral investing?
