The Global Smart Beta Phenomenon: The FTSE RAFI Index Series at 10 Years

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Presented by

Jason Hsu, Co-Founder and Vice Chairman, Research Affiliates, LLC & Frederick Bailey, Managing Director, FTSE

About this talk

Smart Beta is a global phenomenon that, since the launch of the FTSE RAFI Index Series 10 years ago, has transformed indexation, attracted hundreds of billions of dollars in tracking assets and expanded to include an ever-widening range of approaches. Join Jason Hsu, Co-Founder and Vice Chairman of Research Affiliates, LLC and Frederick Bailey, Managing Director, FTSE Asset Owner Group, who will be looking back at 10 years of live performance of FTSE RAFI and discussing: • Fundamentally Different: The Origins and Catalysts of Smart Beta • How the Original Criticisms of Smart Beta Stack Up After 10 Years of Live Data • What Has Smart Beta Delivered? • From Fundamental Weighting to Low Volatility and Beyond: The Future of Smart Beta

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FTSE Russell is a leading global provider of benchmarking, analytics and data solutions for investors, giving them a precise view of the market relevant to their investment process. A comprehensive range of reliable and accurate indexes provides investors worldwide with the tools they require to measure and benchmark markets across asset classes, styles or strategies.