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Article

Practical Applications of The Last Smart Beta Paper You’ll Ever (Have to) Read: Nuggets of Hope beneath the Hype

Adam Berger, Conor McCarthy and Aimee Picchi
Practical Applications Winter 2017, 4 (3) DOI: https://doi.org/10.3905/pa.2016.4.3.203
Adam Berger
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Conor McCarthy
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Aimee Picchi
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The Last Smart Beta Paper You’ll Ever (Have to) Read: Nuggets of Hope beneath the Hype

Abstract

Overview

The recent surge of new products touting smart-beta strategies has sparked a backlash among some skeptical investors who believe the approach may be another fad akin to portable alpha a decade ago. In an interview with Institutional Investor Journals , Adam Berger and Conor McCarthy of Wellington Management assert that most smart-beta products in the marketplace today will fail to live up to their hype due to inherent flaws, most notably index-like constructions that are poorly matched to investor objectives. Their full research findings appeared in The Journal of Index Investing.

  • The content is made available for your general information and use and is not intended for trading or other specific investment advice purposes or to address your particular requirements. We do not represent or endorse the accuracy or reliability of any advice, opinion, statement, or other information provided any user of this publication. Reliance upon any opinion, advice, statement, or other information shall also be at your own risk. Independent advice should be obtained before making any such decision. Any arrangements made between you and any third party named in this publication are at your sole risk.
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Practical Applications: 4 (3)
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Winter 2017
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Practical Applications of The Last Smart Beta Paper You’ll Ever (Have to) Read: Nuggets of Hope beneath the Hype
Adam Berger, Conor McCarthy
Practical Applications Jan 2017, 4 (3) DOI: 10.3905/pa.2016.4.3.203

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Practical Applications of The Last Smart Beta Paper You’ll Ever (Have to) Read: Nuggets of Hope beneath the Hype
Adam Berger, Conor McCarthy
Practical Applications Jan 2017, 4 (3) DOI: 10.3905/pa.2016.4.3.203
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