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Smart beta strategies set to surge

Graham Hand
23 July 2013

The Financial Times of 15 July 2013 reports 'smart beta' strategies could reach one-third of all equity allocations by 2017.

Smart beta strategies aim to provide better performance (lower risk or higher returns) than cap-weighted indexes by weighting market according to other factors, such as economic fundamentals. They are niche plays at the moment, but Morningstar and Lombard Odier both predict a rise towards one-third, which would be a massive equity allocation change.

investment strategies, smart beta, SMSF Strategies

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