Value Partners implements UK GEM sales strategy
Hong Kong-based asset manager Value Partners Group is promoting its expertise in Asia in a bid to attract UK and European sales to its Global Emerging Markets (Gem) strategy.
Hong Kong-based asset manager Value Partners Group is promoting its expertise in Asia in a bid to attract UK and European sales to its Global Emerging Markets (Gem) strategy.
Smart beta ETFs have gained significant market share in Asia Pacific but are struggling globally, according to Morningstar.
Morningstar’s Alex Bryan casts doubt on the cost-effectiveness and usefulness of smart beta funds.
Smart beta exchange-traded funds (ETFs) require investors to shift their focus from picking a good fund manager to understanding underlying asset allocation strategy, argues Thomas Poullaouec of State Street Global Advisors (SSGA).
Paris-based asset management firm Tobam has widened its global footprint by opening new offices in Dublin, Zurich and Toronto, taking its total to seven financial centres, as the firm celebrates its 10th anniversary.
The majority of financial advisers working in Australia would consider investments in smart beta strategies, a new survey by asset manager VanEck has found.
In the first half of 2016, investors in Europe have poured in $5.7bn (€5.1bn) into smart beta funds as market capitalisation index trackers saw outflows over the period, according to Morningstar data analysed by ETF provider WisdomTree Europe. Brexit could be one of the reasons for the switch.
Assets invested in smart beta ETFs/ETPs listed globally hit a record $429bn (£330bn, €387bn) at the end of June, according to research and consultancy firm ETFGI.
Axa Investment Managers has launched the Axa World Funds Global SmartBeta Equity ESG fund designed to provide a transparent, low cost way to invest responsibly whilst generating long-term returns and reducing risk.
Smart beta has failed to beat traditional index funds over the long term, said John “Jack” Bogle, founder of the giant investment company Vanguard Group.
Copia Capital Management, part of the Novia group, is partnering with US ETF provider First Trust Advisors and US-based momentum strategists Dorsey, Wright & Associates to launch two new portfolios in its Smart Beta range, becoming the first proposition to enter the UK adviser market.
Amundi ETF has extended its smart beta range with the launch of a multi smart beta ETF which offers investors exposure to European equities.