Tag: Smart beta

Alerian benchmark indices appointed for UBS ETNs

North America | Indices

10 Nov 2020 by Lavanya Nair

US index provider Alerian announced that UBS has selected its global index offerings to act as underlying benchmarks for five new exchange-traded notes (ETNs).

Smart beta perspective: Apple scores highest across factors

North America | Products

20 Aug 2020 by Filip Dyankov & Yordan Ivanov

In the third part of our analysis, we look at some of the most widely used underlyings in the US structured products market and evaluate them based on their value/growth, volatility, momentum, and dividend income.

SG & QIS (Part 2): Smart beta is more suitable than risk premia for retail structured products

International | Indices

01 Apr 2020 by Pablo Conde

Following yesterday’s article covering the research side of quantitative investment strategies (QIS), Guillaume Arnaud (pictured), head of quantitative investment solutions at Société Générale, provides an overview of the practical applications of these strategies in the market and how they reached the retail space.

SG and QIS: Improving portfolio allocation, risk management

International | Indices

31 Mar 2020 by Pablo Conde

Demand for quantitative index strategies (QIS) remains high among institutional investors given the fee compression environment most players are experiencing, and the search for alpha in less predictable markets. But they are also becoming increasingly visible in the retail structured products distribution business.

View from the top: buy-side channels moving away from pure market beta

International | Industry

03 Mar 2020 by Pablo Conde

The Singapore Exchange's €186m acquisition of smart beta index firm Scientific Beta aims to strengthen the exchange’s research-based index design capabilities as well as broadening the range of index products and client base.

SGX scales up index business to capitalise on product pricing contraction

International | Indices

28 Jan 2020 by Pablo Conde

The Singapore Exchange €186m acquisition of smart beta index firm Scientific Beta is aimed at strengthening the exchange’s research-based index design capabilities as well as broadening the range of index products and client base.

JP Morgan teams up with smart beta specialist for new ‘portfolio solution’

International | Indices

17 Oct 2019 by SRP News

Partnership aimed at leveraging Scientific Beta’s expertise and JP Morgan’s implementation capabilities for new portfolio completeness solution.

New provider enters US annuities market, debuts SG ‘Smart Passage’ prop index

North America | Indices

04 Oct 2019 by Pablo Conde

Nassau Financial Group has entered the US accumulation market for fixed indexed annuities with a new index from Société Générale.

Citi expands ESG suite, debuts ‘global cities’ play in Europe

Europe | Products

24 Sep 2019 by SRP News

The US investment bank has licensed an ESG megatrend theme as it grows its ESG-linked offering in the retail structured products market.