Smart Beta 2018

Mon, 03/12/2018 - 10:49

This etfexpress Smart Beta special report reveals the growth of the strategy and the amount of academic attention it is getting, plus how minimum variance products from Lyxor and STOXX have enjoyed their day in the sun in recent, more volatile, markets…

The 'Smart Beta 2018' special report comprises 3 separate articles listed below, these can be read individually or as a sequence.
Beverly Chandler, etfexpress

Smart beta ETFs begin to impact on active funds

Mon, 03/12/2018 - 11:46

Smart beta data from ETF data provider ETFGI reveals that assets invested in smart beta ETFs and ETPs listed globally reached a new high of USD687 billion, following net inflows of USD9.15 billion and market moves during September. »

Adam Laird, Lyxor

Investors look for low volatility in tricky markets

Mon, 03/12/2018 - 12:07

Adam Laird, head of ETF strategy, Northern Europe for Lyxor reports a sea change in investors’ use of smart beta ETFs in the last year. Lyxor currently manages around EUR3 billion in smart beta funds – just less than 5 per cent of its assets. Flows have been steady across 2018, with a sizable uptick in smart beta flows in Q3, along with rising market volatility – bringing Europe’s smart beta inflows over EUR4.6 billion. »

Inderpa Gujrall, STOXX

Minimum Variance has its ‘day in the sun’

Mon, 03/12/2018 - 12:21

Inderpal Gujral, head of product at STOXX, has seen recent market volatility shining a bright light onto their range of Minimum Variance Indices, designed to reduce risk by attempting to minimise the variance (and thus volatility) of a portfolio. »

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