Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable
ETFs
Is smart beta really such a clever idea?
Smart beta is taking off, with assets flowing into products following these strategies and ever-more providers entering the arena. But should private investors steer clear?
Technology fundamental to the rise of smart beta strategies
Technology has proved to be a driving force behind the rise of smart beta, both in terms of developing the strategies themselves and in distributing the products that put them to use
Education essential for ETFs to enter the mainstream
ETFs may be ideally suited to retail investors’ needs, but many financial advisers don’t fully understand them
Large-cap ETFs booming with European equities back in fashion
The European large-cap equity exchange traded funds sector has benefitted from the return to favour of European equities, while iShares continues to dominate the European ETF market
Investor demand continues to drive ETF evolution
European ETFs celebrated their fifteenth birthday in April. It has been a period of innovation, arguments and spectacular uptake as these products gradually became a vital tool in the wealth manager’s armoury
Interest grows in ETFs which promise to outsmart the market
The ETF industry has evolved as it has grown and huge levels of innovation have recently been focused on smart beta strategies, which aim to outperform markets. But at what cost?
Is smart beta a wise strategy for private investors?
A.A. Advisors’ Christophe Boucher and Bertrand Maillet debate with Alan Miller of SCM Direct whether smart beta strategies are suitable for private clients
Evolution of ETFs creating both obstacles and opportunities
PWM invited eight leading figures from the fund management world to discuss the proliferation of exchange traded funds in private client portfolios
Providers rush to meet demand for fixed income ETFs
ETFs continue to enjoy record inflows with investors using them for both short-term trading and long-term positions, while providers are offering ever more innovative products
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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