smart beta – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 03 May 2024 21:03:19 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 What’s next for volatility investing? https://www.benefitscanada.com/archives_/whats-next-for-volatility-investing/ https://www.benefitscanada.com/archives_/whats-next-for-volatility-investing/#respond Mon, 30 Nov 2020 08:34:51 +0000 https://cumulus.benefitscanada.com/uncategorized/whats-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 […]

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]]> https://www.benefitscanada.com/archives_/whats-next-for-volatility-investing/feed/ 0 New research finds asset owners largely satisfied with pandemic performance https://www.benefitscanada.com/expertpanel_/les-marton/new-research-finds-asset-owners-largely-satisfied-with-pandemic-performance/ https://www.benefitscanada.com/expertpanel_/les-marton/new-research-finds-asset-owners-largely-satisfied-with-pandemic-performance/#respond Tue, 18 Aug 2020 03:43:58 +0000 https://cumulus.benefitscanada.com/uncategorized/new-research-finds-asset-owners-largely-satisfied-with-pandemic-performance/ 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 […]

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]]> https://www.benefitscanada.com/expertpanel_/les-marton/new-research-finds-asset-owners-largely-satisfied-with-pandemic-performance/feed/ 0 More than half institutional investors using smart beta strategies: survey https://www.benefitscanada.com/canadian-investment-review/research-markets/more-than-half-institutional-investors-using-smart-beta-strategies-survey/ https://www.benefitscanada.com/canadian-investment-review/research-markets/more-than-half-institutional-investors-using-smart-beta-strategies-survey/#respond Wed, 12 Jun 2019 05:21:40 +0000 https://cumulus.benefitscanada.com/uncategorized/more-than-half-institutional-investors-using-smart-beta-strategies-survey/ 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 […]

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]]> https://www.benefitscanada.com/canadian-investment-review/research-markets/more-than-half-institutional-investors-using-smart-beta-strategies-survey/feed/ 0 A different route to risk management https://www.benefitscanada.com/expertpanel_/a-different-route-to-risk-management/ https://www.benefitscanada.com/expertpanel_/a-different-route-to-risk-management/#respond Mon, 10 Dec 2018 02:07:27 +0000 https://cumulus.benefitscanada.com/uncategorized/a-different-route-to-risk-management/ 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 […]

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]]> https://www.benefitscanada.com/expertpanel_/a-different-route-to-risk-management/feed/ 0 Smart Beta on the Rise https://www.benefitscanada.com/canadian-investment-review/cir-news/factor-investing-continues-to-climb/ https://www.benefitscanada.com/canadian-investment-review/cir-news/factor-investing-continues-to-climb/#respond Thu, 25 May 2017 05:42:39 +0000 https://cumulus.benefitscanada.com/uncategorized/factor-investing-continues-to-climb/ Asset owners increase exposure to factors.

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]]> https://www.benefitscanada.com/canadian-investment-review/cir-news/factor-investing-continues-to-climb/feed/ 0 Coping With Low Bond Returns https://www.benefitscanada.com/uncategorized/coping-with-low-bond-returns/ https://www.benefitscanada.com/uncategorized/coping-with-low-bond-returns/#respond Wed, 16 Mar 2016 13:49:01 +0000 https://cumulus.benefitscanada.com/uncategorized/coping-with-low-bond-returns/ Can smart beta be applied to fixed income?

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]]> https://www.benefitscanada.com/uncategorized/coping-with-low-bond-returns/feed/ 0 Dealing with smart-beta’s shortcomings https://www.benefitscanada.com/uncategorized/dealing-with-smart-betas-shortcomings/ https://www.benefitscanada.com/uncategorized/dealing-with-smart-betas-shortcomings/#respond Wed, 08 Apr 2015 12:37:23 +0000 https://cumulus.benefitscanada.com/uncategorized/dealing-with-smart-betas-shortcomings/ Why a factor combination portfolio can help.

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]]> https://www.benefitscanada.com/uncategorized/dealing-with-smart-betas-shortcomings/feed/ 0 Smart Beta Assets Rise https://www.benefitscanada.com/canadian-investment-review/cir-news/smart-beta-assets-rise/ https://www.benefitscanada.com/canadian-investment-review/cir-news/smart-beta-assets-rise/#respond Wed, 25 Feb 2015 09:57:04 +0000 https://cumulus.benefitscanada.com/uncategorized/smart-beta-assets-rise/ But so does caution due to proliferation of products.

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]]> https://www.benefitscanada.com/canadian-investment-review/cir-news/smart-beta-assets-rise/feed/ 0 Smart Beta: A Canadian Perspective https://www.benefitscanada.com/canadian-investment-review/cir-news/smart-beta-a-canadian-perspective/ https://www.benefitscanada.com/canadian-investment-review/cir-news/smart-beta-a-canadian-perspective/#respond Wed, 25 Feb 2015 09:42:11 +0000 https://cumulus.benefitscanada.com/uncategorized/smart-beta-a-canadian-perspective/ One plan sponsor's take on the active side of smart beta.

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]]> https://www.benefitscanada.com/canadian-investment-review/cir-news/smart-beta-a-canadian-perspective/feed/ 0 The Great Smart Beta Debate https://www.benefitscanada.com/uncategorized/the-great-smart-beta-debate/ https://www.benefitscanada.com/uncategorized/the-great-smart-beta-debate/#respond Tue, 24 Feb 2015 10:42:53 +0000 https://cumulus.benefitscanada.com/uncategorized/the-great-smart-beta-debate/ Burton Malkiel and Kal Ghayur debate the ins and outs of factor indexes

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