Advanced beta comes of age Advanced (or smart) beta is starting to challenge the status quo of active versus passive investment. Ana Harris of State... Ana Harris Portfolio Strategist State Street Global Adivsors April 1, 2014 Report Smart beta investing and the benefits of rebalancing Stuart White of HSBC Global Asset Management analyses the impact of regular rebalancing on a portfolio. Investment management has long been... Stuart White Head of Institutional, UK HSBC Global Asset Management April 1, 2014 Report Local authorities look to smarten up their beta Investors generally have faced a simple choice when appointing a fund manager. One option is to seek a skilled manager... Matthew Craig LAPF Investments April 1, 2014 Report Style investing: the long and the long/short of it Antti Ilmanen of AQR looks at style investing and how it might apply to smart beta and other strategies. Long-only, or... Antti Ilmanen Principal AQR April 1, 2014 Report Rebalancing in smart beta strategies Portfolio rebalancing is essential in smart beta strategies. Timothy Atwill of Eaton Vance explains the concepts behind the different rebalancing... Timothy Atwill Investment Adviser Eaton Vance April 1, 2014 Report
