Five experts discuss the current state of the smart beta market, what schemes should consider when investing, and what role smart beta can play in the defined contribution space.

The questions

  1. What is limiting scheme uptake of smart beta products?

  2. What factors should schemes consider within smart beta?

  3. Is there a place for smart beta in DC portfolios?

  4. What changes are needed in the smart beta sector?

The panellists

Scott Richardson, managing director, AQR

Jonathan Reynolds, client director, Capital Cranfield Trustees

Steve Artingstall, senior investment manager alternative risk premia, RPMI Railpen

Robert Holford, retirement lead and head of strategic consulting, SpenceJohnson

Simon Hill, chief investment officer and senior investment consultant, Xerox HR Services

Topics