Strategic Beta

Investors Upgrade EM Outlook from One Year Ago

February 13, 2017 | Author: Marc Zeitoun | Categories: Chart of the Week, Emerging Markets, Strategic Beta

Investors Upgrade EM Outlook from One Year Ago
Emerging Market Sentiment is up from one year ago. Investors have boosted their sentiment towards emerging markets (EM) since this time last year, according to the Columbia Threadneedle Investments Emerging Market Investor Sentiment Survey. At the end of 2016, the survey's Investor Sentiment Score dropped 9% from Q2 to 627, indicating investors generally have a “neutral” outlook towards EM for the next 12 months. While sentiment is down from Q2, it is up 27% from the end of 2015. The results are consistent with market performance that showed EM was up 10.8% in 2016, but underperformed the U.S. markets following the presidential election....
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Investment Strategy Commentary: ESG Continues to Grow

November 15, 2016 | Author: Edward Kerschner, CFA | Category: Strategic Beta

Investment Strategy Commentary: ESG Continues to Grow
The origins of what is now called ESG - or sustainable, responsible, impact (SRI) investing- dates back to biblical times. The modern roots of this phenomenon can be traced to the volatile political climate of the 1960s. In recent years, aspects of fiduciary responsibility have also come into play. Interest in ESG investing has seen robust growth:...
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Strategic Beta in EM: Cost Efficient Performance

June 27, 2016 | Author: Marc Zeitoun, CFA | Categories: Chart of the Week, Emerging Markets, Strategic Beta

Strategic Beta in EM: Cost Efficient Performance
We define strategic beta (also known as 'smart beta') as a category of beta strategies designed to outperform a market benchmark or provide a specialized exposure. These strategies incorporate attributes of traditional active and passive management. In many ways, strategic beta is effectively a rules-based investment process that reflects the systematization of alpha drivers in active management....
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