All smart beta articles – Page 2
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Opinion
Is it time for DC defaults to embrace ESG?
Large defined benefit funds and defined contribution mastertrusts have long been using their investments to engage with or divest from companies involved in controversial practices. Now, a renewed public focus on environmental, social and governance issues, as well as corporate reporting, could convince more to follow.
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FeaturesTelegraph welcomes smart beta addition to TDFs
Telegraph Media Group has welcomed the downside protection brought in by the addition of smart beta to its default defined contribution target date funds, despite concerns over hidden dangers within the investment style.
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OpinionSmart beta: What it can do for DC, and how the sector needs to change
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.
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Features
What changes are needed in the smart beta sector?
What risks still exist in smart beta investing, and how can pension funds spot them? Does the industry need to change to attract greater scheme interest? AQR’s Scott Richardson, Capital Cranfield’s Jonathan Reynolds, RPMI Railpen’s Steve Artingstall, SpenceJohnson’s Robert Holford and Xerox HR Services’ Simon Hill discuss.
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Features
Is there a place for smart beta in DC portfolios?
Are smart beta products suitable for default defined contribution funds, or are they too complex? Could reduced volatility address problems with DC saving? AQR’s Scott Richardson, Capital Cranfield’s Jonathan Reynolds, RPMI Railpen’s Steve Artingstall, SpenceJohnson’s Robert Holford and Xerox HR Services’ Simon Hill discuss.
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Features
What factors should schemes consider within smart beta?
Are there too many factors in the smart beta industry, and which ones present attractive opportunities? AQR’s Scott Richardson, Capital Cranfield’s Jonathan Reynolds, RPMI Railpen’s Steve Artingstall, SpenceJohnson’s Robert Holford and Xerox HR Services’ Simon Hill discuss.
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Opinion
What is limiting scheme uptake of smart beta products?
Is a lack of education and transparency around smart beta confusing schemes and trustees? AQR's Scott Richardson, Capital Cranfield's Jonathan Reynolds, RPMI Railpen's Steve Artingstall, SpenceJohnson's Robert Holford and Xerox HR Services' Simon Hill examine the challenges facing the sector.
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Features
HSBC pioneers ESG in DC with £1.85bn multi-factor fund
The HSBC Bank UK Pension Scheme has selected a multi-factor fund with a tilt towards low-carbon businesses as the equity component of its default offering, a switch that will see £1.85bn of defined contribution savers' money invested in line with green principles.
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OpinionWhat's behind factor investing
From the blog: With pension funds increasingly embracing risk factor investing, it is essential to ensure a factor premium is supported by empirical analysis, economic rationale and a simple factor definition.
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News
DB taskforce encourages credit innovation to tackle deficits
Finding solutions to the defined benefit funding crisis will require the pensions industry to “challenge conventional thinking”, the chair of the Pensions and Lifetime Savings Association’s new DB taskforce has said.
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Opinion
Data crunch: Growth and diversity define the smart beta market
The smart beta market has earlier origins, but it was in the 2000s when products emerged that targeted better risk-adjusted returns through analysis of correlations and covariance within portfolios.
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News
PPF: Driving factors matter for active and smart beta allocations
PLSA Investment Conference 2016: Pension schemes should look into the factors driving their investments when considering allocations to active managers and smart beta, said John St Hill, senior portfolio manager at the Pension Protection Fund.
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Opinion
The butterfly effect – How to take cover and control
Chinese equity shocks captured the headlines over the summer but UK pension funds should equip themselves for a deeper period of entrenched low-growth.
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Opinion
Smart beta: Is factor investing delivering on its promises?
According to EDHEC Business School, 25 per cent of asset managers already use some form of smart beta strategies, with a further 40 per cent considering them in the near future.
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OpinionEditorial: Pass the cashish, it's time to get creative
No festival is complete without music. As I loitered at the fringes of a marquee, in Wednesday’s sweltering heat, sounds from nearby speakers streamed an eclectic mix of hillbilly country and Mexican mariachi as I watched the panel discussion on foreign exchange.
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OpinionDGFs: the charge cap, smart beta and DC
Six experts gather to debate how well diversified growth funds are performing in the context of the charge cap, smart beta and auto-enrolment, and whether there is a place for them in large schemes' portfolios.
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Opinion
How do DGFs interact with smart beta?
Roundtable: LCP's Andy Cheseldine, Legal and General Investment Management's Martin Dietz, Columbia Threadneedle's Craig Nowrie, State Street Global Advisers' Andrew Soper, Peter Sparkes of the Association of Member Nominated Trustees, and Bestrustees' Graham Wardle, talk about the relationship between DGFs and smart beta in the third part of this roundtable series.
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Opinion
How a smart blend of alpha and beta can maximise returns
Pension fund managers should always look for the best value in their investments.
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Opinion
How can smart beta best be used in the new DC default space?
KPMG's Simeon Willis, Towers Watson's Stephen Miles, State Street Global Advisors' Richard J Hannam, Cambridge Associates' Alex Koriath and Indexx Markets' Ronan Kearney, debate the popularity of smart beta among UK institutional investors in the third of a four-part roundtable.
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Opinion
What is a suitable time period for assessing a strategy’s success?
KPMG's Simeon Willis, Towers Watson's Stephen Miles, State Street Global Advisors' Richard J Hannam, Cambridge Associates' Alex Koriath and Indexx Markets' Ronan Kearney, debate the popularity of smart beta among UK institutional investors in the last of a four-part roundtable.
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