Browsing: passive investing

Posts Tagged ‘ passive investing ’

What Do Owners Think of Smart Beta Strategies?

Jun 23rd, 2019 | Filed under: Newly Added, Retail Investing, The A.I. Industry, Liquid Alternative Investiments, Liquid Alts, Smart Beta, Other Topics in A.I.

FTSE Russell has posted its sixth annual survey of global asset owners’ views of smart beta. Smart beta is a strategy that uses indexes, but that is not traditionally cap-weighted, that is, one where the construction of the index itself incorporates the investment strategy, capturing investment factors or market inefficiencies.Read More

MFS: The Limits of Passive Investing

Nov 15th, 2015 | Filed under: Alpha & Beta, Allocating to A.I.

One helpful characteristic of active managers is that, in the words of a newly issued white paper from MFS, they can “avoid taking full market risk, intentionally avoiding companies and segments of the markets where risk is overpriced.” Read More