This four-part roundtable discussion, featuring experts from across the industry, looks at the emergence of smart beta strategies and the role they are playing in pension scheme portfolios.

The questions:

  1. Should schemes adopt smart beta in periods of market growth?

  2. Where are the latest smart beta innovations coming from?

  3. What costs should schemes expect to incur from smart beta strategies?

  4. How can schemes usefully combine different smart beta strategies?

The panellists:

Tim Giles, partner, Aon Hewitt

Madeline Forrester, head of UK institutional sales, Axa Investment Managers

Nick Motson, lecturer in finance, Cass Business School

Simon Midgen, head of index funds strategy, Legal & General Investment Management

John St. Hill, principal, portfolio management, Pension Protection Fund

Jamie Forbes, director, Russell Indexes

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