Finding The Way Through The Smart-Beta Maze

Over the past five years, smart beta investing strategies have become a central investing option. Most asset owners consider there is value to be had in focusing upon different factors to articulate their investing or risk preferences. And increasingly they are combining multiple factors to better fit their perspectives of capital market performance versus their portfolio needs.
This webinar will delve into the latest developments in factor-based investing in Asia Pacific. We will discuss what combinations of factors are proving the most popular among investors in this region, whether these will change, and the growth potential for factor-based investing in new asset classes.
Moderated by Richard Morrow, the editor of AsianInvestor, we will discuss: 
  • Asian institutional investor engagement with factor-based investing: how much factor investing has gained traction among Asian investors versus those in other regions
  • The most popular factor blends today — and tomorrow: the webinar will analyse what multi-factor investing approaches are popular and whether they will change
  • Recent development of smart beta benchmarks: we will consider how factor-based indexes have evolved and will continue to do so
  • Examples of multi-factor investing approaches by asset owners: participants will use example case studies of how and why investors introduced factor-based strategies
  • Key challenges to consider – dos and don’ts: what are the key considerations when looking to introduce factor investing, or increase its complexity?
  • Smart beta in new asset areas: Factor investing is becoming more popular in fixed income and other areas. We will consider the appeal of these newer asset approaches
  • Adding strategic overlays into factor-based strategies: How best to combine factor approaches with strategic goals
  • How technology will impact factor-based investing: we will discuss how artificial intelligence and quantitative analytical tools could change factor-based strategies


How better use of performance data and analytics can boost investment returns

Many investment firms in Asia overlook the importance of performance data, risk and analytics when it comes to portfolio management – and they are lagging their peers in the US and Europe in this area.

Knowing what has contributed to returns can help improve future performance, and incorporating risk management more closely in this process is key.

On Tuesday 12th September, we will host a complimentary webinar with experts from BNP Paribas Asset Management, Eastspring Investments, FactSet and NTUC Income to discuss how investments and advancements in the area of performance risk and analytics are helping their businesses.

Discussion topics include:

  • The challenges in Asia around to performance and analytics data (i.e. availability, accuracy, timeliness, breadth/depth) and the downstream repercussions
  • How asset owners and asset managers in the region approach performance measurement and analytics across asset classes
  • What’s next? How the role of analytics is evolving and how to develop these processes further