"Smart Beta" lies somewhere between active and passive investing. It is also related to fundamental indexation, scientific beta, or alternative beta, but involves the user of factor models, or risk factors, to earn excess return by tilting equity exposures away from an index benchmark. The Smart Beta Summit is a one-day event designed to shed light on the growing market of smart beta products, how they work and how they should be implemented into an investment portfolio. The summit will cover the fields of economics, finance and regulatory ethics, offering institutional investors a comprehensive and impartial overview of smart beta products and their associated challenges. Specifically, attendees will learn how to evaluate the performance of smart beta products, how to achieve transparency in portfolio investments, practical considerations when implementing smart beta strategies, finding the optimal expense ratio, using smart beta products as risk management tools, due-diligence considerations and next-generation smart beta products.
Listed in: Investment Process Conferences, Stock Selection and Analysis Conferences, Quant and Tools Conferences, Index Investing Conferences, Alpha Trading Strategies Conferences, Quantitative Methods Conferences.