Overview

Smart beta is fast becoming a hot topic for investment managers and everyone. Even Investopedia reported it as the most searched for term in 2015.
However, the key question here is whether this is a fad or an effective alternative for investors to choose from investment options. As more funds jump on the bandwagon to exploit this opportunity, practitioners should ask themselves – how do we navigate this space and are we correctly positioned in this fast-evolving smart beta landscape? They should also gain a better understanding of how firms are differentiating themselves in this growing market and be aware of what investors are seeking.
This session by AmitSinha, Portfolio Manager at Pacific Life, covered the significance, challenges, and opportunities surrounding smart beta investing.

Key Takeaways

• Understand trends in the smart beta space, including trends within trends (more factors and

• Identify the value addition of smart beta investing – what do investors want, what will they gain, and does this involve just low fees and semi-active investing?

• Recognize challenges faced by smart beta funds (it’s not just the product that matters)

Speaker Profile

Amit

Portfolio Manager at Pacific Life

Smart beta is fast becoming a hot topic for investment managers and everyone. Even Investopedia reported it as the most searched for term in 2015.
However, the key question here is whether this is a fad or an effective alternative for investors to choose from investment options. As more funds jump on the bandwagon to exploit this opportunity, practitioners should ask themselves – how do we navigate this space and are we correctly positioned in this fast-evolving smart beta landscape? They should also gain a better understanding of how firms are differentiating themselves in this growing market and be aware of what investors are seeking.
This session by AmitSinha, Portfolio Manager at Pacific Life, covered the significance, challenges, and opportunities surrounding smart beta investing.

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