SMART BETA

Funds management

VanEck is set to launch its Vectors China New Economy ETF on the Australian Securities Exchange in November....

Funds management

Even for asset managers skilled enough to produce alpha, chances are their clients won’t be able to fully capture it in their own portfolios because of the clients’ inves...

Funds management

The exchange-traded product industry is expected to reach at least $48 billion by year end, according to VanEck....

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. ...

Funds management

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

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....

Funds management

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

Expert Analysis

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

Expert Analysis

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

Financial planning

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

Features

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

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...

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...

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...

Features

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 1 day ago