Addressing unmet needs of asset owners - Integration of smart beta

Presented by

Jamie Forbes, Scott Bennett, Brendan Maton (Moderator)

About this talk

Integration of smart beta within portfolios to help control exposures Global growth of smart beta among asset owners is set for a strong pace in the next 18 months. According to a recent survey conducted by Russell Investments of almost 200 equity decision makers at pension funds, asset owners are looking for products to address unmet needs, such as the ability to control or introduce specific exposures in their portfolios. With the continued innovation in the smarter uses of beta, strategy indices designed to target specific factors such as low volatility, momentum and quality have been created to help address these needs. But the availability of product alone is not enough. Asset owners also need to consider how they integrate smart beta in their portfolios, either as a component to make their strategic asset allocation more efficient or as an extra tool to help them implement their strategy more effectively. Agenda topics: • Key findings from Russell’s recent survey of asset owners on smart beta adoption • A proposed framework for incorporating smart beta allocations into an equity portfolio • Case studies on implementation within pension fund portfolios

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