SMART BETA

Funds management

Just because exchange-traded funds share the same income objectives, doesn’t mean they’ll produce the same results, according to research house, Lonsec. ...

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Funds management

The majority of financial professionals are using smart beta strategies to replace actively managed funds, according to a VanEck survey....

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Funds management

The use of multi-factor combination smart beta index-based investment strategies by global managers is on the rise, according to FTSE Russell....

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Funds management

More attention should be paid to market exposure when conducting analyses of smart beta strategies, according to Scientific Beta....

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Expert Analysis

An investment approach that takes elements from both active and passive investing can lead to better outcomes for clients, writes Boyan Filev....

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Expert Analysis

Shyam Rajagopal looks at what smart beta can offer the superannuation industry in helping grow members’ retirement savings....

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Financial planning

Most planners did not understand smart beta meaning there was an opportunity for education around the investment vehicle, according to Investment Trends....

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Features

Joe Bracken and Robert Chapman find out whether market capitalisation is the most efficient form of beta....

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Features

Despite the fact that smart and alternative beta strategies have been around for 50 years, experts have said advisers and fund managers were still unclear on the differen...

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Features

Smart beta came into play around 50 years ago when advisers looked for an alternative to the market cap-based indices approach. Since then, technology and industry compet...

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Funds management

Applying an index strategy in liquid Australian small caps pays regular dividends and is expected to experience greater returns than small caps that don’t pay regular div...

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Features

Smart beta is not a fad and demand is growing quickly within equity investing and beyond, Jon Howie explains....

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Funds Management

Smart beta exchange traded funds (ETFs) are set to become the fastest growing ETF market in the world ......

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Funds management

Standard Life Investments has warned investors to consider the pitfalls of smart beta strategies, such as its costs and complexities....

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Funds management

Smart Beta has been named the fastest growing asset management sector, and was set to become mainstream, but there needed to be more education about it, according to VanE...

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MARKET INSIGHTS

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

16 hours 50 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

18 hours 34 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago