What is the empirical evidence for Smart Beta? Is it possible to build
portfolios of Smart Beta vehicles? What are the implications for investors' due
diligence when using Smart Beta vehicles?
Invesco PowerShares is the proud sponsor
of a series of white papers produced by Cass Business School's Centre for Asset Management
Research. The first paper looks at the origins of smart beta. The
second paper in this series focuses on the empirical evidence for 'smart beta'
investing. The third paper explores the possibility of building portfolios with
smart beta vehicles. The fourth and final paper considers the implications for
investor due diligence when using 'smart beta' mutual funds and ETFs.
"Smart Beta is becoming an increasingly popular component in investors'
portfolios and these products are becoming ever more mainstream," commented
Bryon Lake, Head of Invesco PowerShares - EMEA. "We were pleased to link with
Cass Business School and believe that these papers will help inform and educate
investors in how they can be used effectively within portfolios."
All 4 white papers are available for download at the links
below. If you wish to discuss this work further, please contact Clare
Avery, Business Development Manager for Cass Consulting, at