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With asset owners challenging the true value of ‘market capitalisation’ based benchmarks, smart beta providers are seeking to develop ever more sophisticated and useful index products to take their place. However, the understanding and value of volatility, revenue and regional exposure based indexes are still largely unknown amongst asset owners. Additionally, are ‘smart’ indexes really as smart as they say they are?

The third annual Smart Beta Investing, Europe report will bring together asset owners, smart beta fund managers, ETF and index providers, stock exchanges, data providers and other stakeholders to explore the growth of Smart Beta funds as an alternative to pure passive or active styles of investing.

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SECTION 1

SMART BETA: THE FUTURE VIEW

1.1 ROUND TABLE DISCUSSION:
Since Smart Beta lends itself to a buy-and-hold investing mind-set, can it ever be a means of investing for truly active managers?

Moderator:

  • Colin Browne, Publisher, Clear Path Analysis

Panellists:

  • John St-Hill, Senior Portfolio Manager, Pension Protection Fund
  • Imke Hollander, Equity Strategist, Blue Sky Group
  • Neil Morgan, Senior Pension Trustee, Capita Asset Service

SECTION 2

CHALLENGES IN BUILDING A SMART BETA PORTFOLIO

2.1 ROUND TABLE DISCUSSION:
The need for transparency in explaining Smart Beta investment models

Moderator:

  • Colin Browne, Publisher, Clear Path Analysis

Panellists:

  • Giovanni Fulci, Head of Alternative Investment and Multi-Asset Risk, Banca Monte dei Paschi di Siena
  • Gisbert Lang, Global Solutions / Manager Research & Selection, Allianz Global Investors
  • James Bevan, Chief Investment Officer, CCLA
  • Kim Nash, Client Director, Pitman Trustees

SECTION 3

THE COST OF SMART BETA INVESTING

3.1 INTERVIEW:
What is the right price to pay for your smart beta fund based on its portfolio purpose and complexity?

Interviewer:

  • Colin Browne, Publisher, Clear Path Analysis

Interviewee:

  • Tolu Osekita, Investment Director, InvestFord Partners

SECTION 4

MEASURING THE EFFECTIVENESS OF SMART BETA

4.1 INTERVIEW:
What historical measurements can be used to assess the effectiveness of Smart Beta given its relative newness as an investing strategy?

Interviewer:

  • Colin Browne, Publisher, Clear Path Analysis

Interviewee:

  • Frederik von Ameln, Portfolio Manager / Stratege, Asset Management, Pensionskasse des Bundes PUBLICA

John St Hill

Senior Portfolio Manager, Pension Protection Fund

James Bevan

Chief Investment Officer. CCLA (UK)

Imke Hollander

Equity Strategist, Blue Sky Group (Netherlands)

Giovanni Fulci

Head of Alternative Investment & Multi-Asset Risk, Banca MPS (Italy)

Kim Nash

Client Director, PTL

Tolu Osekita

Investment Director, Investford Partners (UK)

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.

Opal Group is a global conference organizer catering to top executives and decision makers throughout various industries.

Since 2012 the portfolio institutional awards recognise excellence in institutional investors. The awards honour investors who are exemplary and forward thinking in how they manage their investments or a particular investment type or area in 10 categories. Only institutional investors are eligible for nomination; asset managers and other financial service providers are not eligible for nomination but can sponsor the event.

Each award category is judged by specially selected category juries, supervised by an academic panel.

The annual awards gala dinner is by invitation-only – for asset owners, investment consultants and sponsor representatives.