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Ground-Breaking Expertise Into Smart Beta and Passive Investing

Ground-Breaking Expertise Into Smart Beta and Passive Investing

A more efficient and cost-effective way to access good investment ideas.

The traditional view of Smart Beta is that it improves access to existing beta opportunities. (For example, it provides low-cost benchmarks that are not weighted by market capitalization.) That was our thinking from the turn of the century until a few years ago. However, we now also believe that Smart Beta can help asset owners to create custom exposures or themes. And this is not just talk; our clients have now allocated over $32bn to various forms of Smart Beta.

On this page, you'll find much of our latest thinking on Smart Beta, from award-winning theory through to implementation ideas. If you are an asset owner and want to know more about how we can help you with Smart Beta, please contact us.

  • VOLATILITY PREMIUM

    UNDERSTANDING SMART BETA

    A wider choice of beta investment opportunities is now available, which can be captured in a more sustainable way.
    Read more
  • NEW BETA STRATEGIES

    SMART BETA IN PRACTICE

    We write a detailed investment case for each Smart Beta. This example considers the Volatility Premium.
    Read more
  • LOW VOLATILITY EQUITY

    LOW VOLATILITY EQUITY IN PRINCIPLE

    Should you include low volatility equity in your portfolio? Find out more here.
    Read more
  • SMART BETA ASSETS

    LOW VOLATILITY EQUITY IN PRACTICE

    In this paper, we focus on moving from smart idea to smart execution.
    Read more

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