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December 2014

Opinion Brave Value Investing

According to Société Générale’s cross asset research team, there are two types of value investor: patient value investors, who seek to benefit from compounding above-average dividend yields offered by quality companies; and brave value investors, who seek to gain from a share (...)

December 2014

Interview Yves Choueifaty : "Our Smart Beta strategy is designed to maximize diversification of any given investment universe"

According to Yves Choueifaty, Founder and President of TOBAM, The main advantage of the TOBAM’s Anti-US Credit Benchmark® is to build a portfolio without "bias" towards highly indebted issuers or those belonging to a particular (...)

December 2014

Opinion Shiny New Name or Genuinely New Idea?

The term ‘Smart Beta’ has recently established itself as the clear winner in the battle to become the investment industry’s preferred label for an eclectic mix of diverse investment strategies. The common thread linking these various ‘Smart Beta’ approaches is the objective of (...)

November 2014

Innovation State Street Global Advisors Launches Multi-Factor Global Equity Fund

Today’s launch represents one of the industry’s first UCITS advanced beta multi-factor funds combining three factors: low valuation, low volatility and high quality. All three strategies demonstrate increased risk-adjusted returns over a long-term investment horizon when (...)

November 2014

Innovation Lyxor AM and Finvex Group launch the first indexed ETF on low-volatility European SRI equities

The aim of this ETF is to improve the stability of a portfolio of European equities, thereby optimising its performance. The index strategy is therefore founded on a two-pronged risk management approach that considers “qualitative risk” by filtering the investment universe in (...)

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