Smart Beta

Wed, May 31, 2017 2:01 PM EDT{LOCAL_TZ}

With nearly half a trillion dollars’ worth of assets invested in smart beta strategies and the percentage of large institutional asset owners evaluated smart beta strategies topping 90%, smart beta has come of age. But where is it going?

This webinar examines how smart beta strategies have adapted to investors’ outcome-oriented approach to asset allocation and whether asset owners should consider these strategies to meet tactical or strategic portfolio goals. In addition, the supplement identifies the three keys to smart beta success and takes a deep dive into popular low volatility strategies.

Specifically, the webinar panel will discuss:

  • What smart beta isn’t
  • Why smart beta strategies make sense now
  • Is smart beta active, passive or something in between?
  • How to analyze and understand smart beta strategies
  • Should a smart beta allocation play a tactical or strategic role?
  • What’s the best way for asset owners to measure the performance of their smart beta investments?
  • What’s the next frontier for smart beta?

In addition, the panel will take questions from the audience.


Michael Hundstad, Ph.D
Director of Quantitative Research
Northern Trust Asset Management
Jason Stoneberg
Director of Research and Product Development
PowerShares by Invesco
Vinit Srivastava
Managing Director, Head of Strategy and ESG Indices
S&P Dow Jones Indices
Vincent Costa, CFA
Head of Global Equities
and Portfolio Manager
Voya Investment Management


Greg Crawford
Director, Content Solutions
Pensions & Investments

Sponsored by:

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