White Paper

Smart Beta Series Parts 1-3

David Schofield President, International Division
John F. Brown EVP, Head of Global Client Development
Adrian Banner, PhD Chief Investment Officer

Key Ideas

The term ‘Smart Beta’ has recently established itself as the clear winner in the battle to become the investment industry’s preferred label for an eclectic mix of diverse investment strategies. The common thread linking these various ‘Smart Beta’ approaches is the objective of providing investors with a ‘different’ – but still systematic – equity exposure to that offered by traditional cap-weighted indices.