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Smart beta

Market
SRP Europe 2024 awards: MSCI – structuring desks want new ways to offer market exposure

18 Apr 2024

SRP Europe 2024 awards: MSCI – structuring desks want new ways to offer market exposure

The data and index provider took the Best Smart Beta Index provider award at this year's SRP Europe 2024 conference.

Technology
3AI: smart beta to smart alpha

03 Nov 2023

3AI: smart beta to smart alpha

In the second part of an interview with the founders of machine learning company 3AI, Jacob Ayres-Thomson and Hassan Salamony (pictured) discuss how moving beyond academic research and leveraging the team’s hedge fund and proprietary trading backgrounds help the firm develop new index strategies with a different approach.

Technology
3AI: artificial intelligence can solve the problem of back-testing, improve sub optimal investment strategies

02 Nov 2023

3AI: artificial intelligence can solve the problem of back-testing, improve sub optimal investment strategies

The company is leveraging ‘deep factor’ AI to help institutional investors in their search for alpha.

Products
Barclays: QIS have become a critical part in the longer dated space

22 Sep 2023

Barclays: QIS have become a critical part in the longer dated space

Over the last two years, Barclays has focused on the development of its in-house quantitative investment strategy (QIS) index business as well as the Barclays strategy indices, which include the Shiller Barclays CAPE indices.

Products
Zebra Capital: standardisation to make custom underlyings more attractive

20 Sep 2023

Zebra Capital: standardisation to make custom underlyings more attractive

Custom indices including quantitative investment strategies (QIS) and multi-asset indices can offer a more diversified exposure for investors and minimise risks.

Products
Zebra index anniversary - exploiting behavioural bias v backtesting

19 Sep 2023

Zebra index anniversary - exploiting behavioural bias v backtesting

The index is the first to be founded on Pr. Roger Ibbotson's behavioural finance research, which found that investors could achieve higher returns with less risk by removing overly popular and overly volatile stocks.

Products
SRP Europe Awards: SGI – QIS played a diversifying, defensive role in 2022

15 May 2023

SRP Europe Awards: SGI – QIS played a diversifying, defensive role in 2022

The French bank was recognised as the Best House in Europe for the 10th consecutive year at this year’s SRP Awards Ceremony.

Products
Amundi sees structured products outflows slowdown, AuM reaches €28 bn

08 Nov 2022

Amundi sees structured products outflows slowdown, AuM reaches €28 bn

The asset manager has reported a solid Q3 performance in difficult market conditions with robust inflows from structured products in the international networks.

Products
UBS’ QIS commodity alpha portfolio delivers

21 Sep 2022

UBS’ QIS commodity alpha portfolio delivers

The UBS Balanced Commodity Risk Premia VT5 Portfolio has delivered the largest AuM among UBS Global Markets’ QIS offerings.

Products
Morningstar: structured products are a fundamental part of our global growth strategy

11 Jul 2022

Morningstar: structured products are a fundamental part of our global growth strategy

The US index provider is expanding its footprint in the retail structured products market as part of its global growth strategy to build and expand its channels of distribution.

Events
SRP Europe 2022 Awards: Solactive opts for smart beta, sector-based approach

24 May 2022

SRP Europe 2022 Awards: Solactive opts for smart beta, sector-based approach

Solactive has won the award for ‘Best Smart Beta Index Provider’ at this year’s SRP Europe Awards.

Products
MSCI: risk control revisited

25 Apr 2022

MSCI: risk control revisited

Market volatility continues to be at the top of the agenda of institutional and retail investors alike.