Scientific Beta

IPE: "Investors are struggling to get important information about smart beta strategies, according to a survey by EDHEC-Risk Institute. The research found there was an “important” gap between the information investors required to assess smart beta products and the ease of access to this information."

IPE 14/06/2017

"(...) Investors are struggling to get important information about smart beta strategies, according to a survey by EDHEC-Risk Institute. The research found there was an “important” gap between the information investors required to assess smart beta products and the ease of access to this information. The survey – of 211 European investment professionals – found that a lack of transparency was the second most important hurdle to increasing smart beta investments for respondents, after “methodological issues” with smart beta strategies. “The fact that information that is regarded as important is not considered to be easily available clearly calls into question the information provision practices of smart beta providers,” said the EDHEC-Risk Institute. “In fact, the only area in which no pronounced gap exists between the importance and the ease of accessibility scores is for performance numbers. (...)"