Index providers must adapt to new investment themes and strategies and avoid complacency, according to Morningstar.
Tag: Smart Beta
HK investors shift from active to smart beta
Nearly 40% of investors in Greater China have replaced actively-managed funds with smart beta products in the last 12 months, according to Brown Brothers Harriman (BBH) survey.
Premia plans new smart beta ETFs
Hong Kong-based Premia Partners intends to launch four Asia smart beta exchange traded funds (ETFs) by the end of the year.
Factor-based strategies not ‘sexy’, says Invesco
The market for factor-based strategies is not yet there for individual investors in Asia, according to Stephen Quance, Singapore-based director for factor-based investing at Invesco.
Samsung AM shifts to smart beta
The Korean asset manager, which delisted six ETFs in Hong Kong last year, now plans a move into thematic and smart beta products for the Hong Kong market.
In case you missed it (03 August 2018)
Fidelity hires M&G Investments’ CEO; Man Group appoints a co-head for responsible investments; Gam Investments secures discretionary business licence in Japan; Malaysia’s Affin Hwang launches absolute return fund; SFC implements open-ended fund companies regime; and more…
Loose ESG definition impacts passives
Wider adoption of responsible investing principles is unlikely to send investors crowding into the same high quality assets because ESG is not standardised, according to Taie Wang, deputy head of research for global equity beta solutions at State Street Global Advisor Asia.
Are factor-based strategies gaining traction in Asia?
Private bank investment in iShares smart beta products increased by five times since the beginning of 2017, according to Ben Garland, Blackrock’s Hong Kong-based head of factor investing for Asia-Pacific.
Does low volatility mix with high dividends?
Seeyond’s Asia-focused smart beta product aims for minimum volatility with high dividend yield instead of returns based on pure fundamental stock-picking, according to Nicolas Just, deputy CEO and chief investment officer of the Natixis affiliate.
Smart beta not really for the mainstream, says UBP
Smart-beta strategies are unlikely to overtake traditional fund products and become a mainstream investment tool, argues Nicolas Faller, co-CEO of asset management at Union Bancaire Privée.
