What exactly is smart beta? And is it right for you?

Smart beta is simply about identifying more efficient and cost-effective ways to access good investment ideas, whether that is by finding better ways to access existing beta opportunities, or by creating new exposures or themes.

We are now at a stage where smart beta has moved beyond theory. Smart beta funds are available today across numerous asset classes. From the traditional to the alternative – spanning equities and global fixed interest through to reinsurance and emerging market currency – smart beta thinking is on the rise.

For several years we have been investigating the use of smart beta across a range of asset classes. In our report Understanding smart beta we summarise this body of research to provide insights into smart beta strategies and to stimulate your thinking on where and whether they could be appropriate for your portfolio.