Smart Beta & Factor Investing

 

London, 29 & 30 March 2017

Research shows that an increasing number of investors are growing more comfortable with Smart Beta, an investment strategy that captures aspects of both traditional passive and active investing.

In this inaugural Smart Beta training course, we will explore some of the benefits and challenges that arise with Smart Beta investing, giving attendees a chance to learn about a growing trend in investment.

Sessions on the two-day course will include an introduction to Smart Beta, Pricing Smart Beta ETfs, Implementation Challenges and much more.

 

Confirmed chairs:

  • Grigorios Papamanousakis, Deputy Head of Systematic Asset Solutions, Aberdeen Asset Management
  • Erik Vynckier, Board Member, Foresters Friendly Society

Confirmed speakers:

  • Erik Vynckier, Board Member, Foresters Friendly Society
  • Leslie Sita, Portfolio Manager and Product Specialist, Lombard Odier Asset Management
  • Antti Suhonen, Professor of Practice in Finance, Aalto University School of Business
  • Nicolas Werbech, iShares Factor Based Strategist, Blackrock
  • Mario Unali, Senior Analyst, Kairos Partners
  • Hitendra Varsani, Factor Strategist & Executive Director, MSCI
  • Cameron Gray, European Deputy Chief Investment Officer Rosenberg Equities, AXA Investment Managers
  • Henry Cobbe, Head of Capital Management, Copia Capital

Who Should Attend:

  • Pension Funds
  • Investment Consultancies
  • Hedge Funds
  • Discretionary Fund Managers
  • Fund of Funds
  • Multi-Managers
  • Private Banks
  • Family Offices
  • Private Client Wealth Managers
  • Fund Research Houses
  • IFAs

Course Highlights:

This is a multi-tutor course format aiming to give delegates an in-depth training seminar consisting of the key fundamentals of Smart Beta, the challenges still faced by investors and what its further potential can be. Highlights will include:

  • Introduction to Smart Beta
  • New flavours of Smart Beta
  • Main challenges for fixed income Smart Beta
  • Asset Allocation and portfolio construction
  • Implementation Challenges
  • Evaluating Smart Beta funds
  • Pricing Smart Beta ETFs and liquidity access
  • Understanding the threat of Smart Beta

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Learning Outcomes:

  • A brief introduction on Smart Beta and how it works
  • Understanding the evidence that supports the impact Smart Beta is having for investors and how it works in specific markets and strategies
  • Discuss the main challenges for fixed income Smart Beta and dealing with cash instruments
  • Delve into portfolio constructions and how to build pure risk factors and risk models
  • Assess some of the biggest issues faced when trying to implement Smart Beta into your portfolio including data challenges
  • Evaluate Smart Beta funds, the impact it has on existing funds and how it can work alongside them
  • Pricing Smart Beta ETFs with emphasis on liquidity access and risk management
  • Analyse the threat of Smart Beta

 

Testimonials

  • "I would recommend other professionals to attend future comparable events" - Nuovi Investmenti SIM
  • "Very clear that people are taking up smart beta as a better approach for passive investing than market capital weighted benchmarks"
  • "Most successful was Professor Antti, the information was delivered clearly and was well supported ... I was impressed with all the speakers" - AJ Bell Investments
  • "The presentations were well put together" - Pension Protection Fund
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