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Smart Beta 2014

smart beta bookSmart Beta: A Referential Guide for Institutional Investors

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Pg. Count: 132 Pages
// SWFI Subscribers Can Now Receive a Copy Upon Request
Soft copy available complimentary to asset owners*.

Over the past decade, “smart beta,” a new suite of indexation strategies touting advantages over both active investment managers and traditional market-capitalization weighted indexes, has erupted onto the financial scene and increasingly won the favor of institutional investors. However, the rise of smart beta has been enshrouded in controversy. Much, if not all, of the industry dislikes the term itself: smart beta. Practitioners are locked in debate over the effectiveness of these strategies, and with the lack of a unified definition, investors wrestle with the question: What is smart beta?

SWFI Smart Beta Book Sponsors:

Northern Trust
State Street Global Advisors

Some topics covered include:

  • Asset owner interviews and surveys
  • Whitepapers
  • Infographics and timeline
  • Smart beta trends and strategies
  • Implementation
  • Plus more…



Content Solutions Group
Vince Berretta


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