Equities

There is nothing smart about smart beta

09/01/2014

‘Smart Beta’ presents a beguiling prospect to investors: a set-and-forget investment approach that can regularly outperform market capitalization based indices, but appearances can be deceptive. Our analysis suggests there’s nothing special about smart beta, certainly nothing that can’t be replicated by using an investment process based on something as arbitrary as the length of a company’s name.

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.