smart beta

Be clear on factor strategies’ benefits

Smart beta, factor indices and other products promise a middle ground between traditional passive and active. But they vary greatly, and investors need to take a hard look before adopting them.

Rich DellDecember 4, 2017

Dangers, and opportunities, lie ahead

Against a backdrop of geopolitical tumult, Mercer’s Phil Edwards outlines four developments investors will need to consider when building and adjusting their portfolios for the year ahead.

Phil EdwardsJanuary 27, 2017

AIMCo’s evolving hedge fund strategy

AIMCo combines an internally run portable alpha strategy – with a global alpha pool allocated across beta exposures – with a portfolio of high-conviction specialised external hedge funds.

Sarah RundellJuly 1, 2016

Alaska’s ongoing internal push

Alaska Permanent Fund will focus on smart beta strategies as it seeks to further increase in-house management. It will also develop income-generating strategies away from traditional fixed income, leveraging its size and infinite investment horizon in competing for US infrastructure and real estate assets.

Sarah RundellApril 8, 2016

Opinion

Be clear on factor strategies’ benefits

Opinion

Dangers, and opportunities, lie ahead

Investor Profile

AIMCo’s evolving hedge fund strategy

Asset Classes

Alaska’s ongoing internal push

Asset Classes

Oregon’s evolving strategy

Opinion

Assessing smart beta strategies

California State Teachers Retirement System (CalSTRS)

Future Fund

Universities Superannuation Scheme (USS)

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