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Keyword: smart beta

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What’s next for volatility investing?

Despite some negative headlines about volatility investing after the violent market sell-off in March, plan sponsors shouldn’t write off volatility investing altogether because it can be a valuable investment tool if used appropriately, said Seth Weingram, senior vice-president and director of client advisory at Acadian Asset Management, when speaking at the Canadian Investment Review’s Investment […]


The vast majority of investors (82 per cent) are satisfied with how their portfolios performed in the first half of 2020, despite some weak results in strategies such as emerging market debt and smart beta, according to a new study of 368 investors with combined assets of approximately US$11 trillion. Following the quickest equity market […]

  • By: Les Marton
  • August 18, 2020 December 6, 2020
  • 07:43

More than half (58 per cent) of institutional investors surveyed have implemented smart beta strategies, according a recent survey from FTSE Russel. This represents a 10 per cent increase since 2018. When looking at investors that have implemented smart beta, or are evaluating or planning to use a smart beta index-based strategy, the number jumps […]

  • By: Staff
  • June 12, 2019 January 9, 2021
  • 09:21

Although factor investing and smart beta have gained in popularity, the emergence of alternative risk premia points to a critical focus for plan sponsors today: risk diversification. This is happening at a time when plans are shifting increasingly away from bonds and equities and into alternative investments. “Alternative risk premia provide a different route to […]

Smart Beta on the Rise

Asset owners increase exposure to factors.

Coping With Low Bond Returns

Can smart beta be applied to fixed income?

  • By: Staff
  • March 16, 2016 September 13, 2019
  • 17:49
Dealing with smart-beta’s shortcomings

Why a factor combination portfolio can help.

Smart Beta Assets Rise

But so does caution due to proliferation of products.

Smart Beta: A Canadian Perspective

One plan sponsor's take on the active side of smart beta.

  • By: Graeme Hay
  • February 25, 2015 September 13, 2019
  • 13:42
The Great Smart Beta Debate

Burton Malkiel and Kal Ghayur debate the ins and outs of factor indexes