• Equities are one of the few asset classes to offer long term protection against inflation, but with that protection comes risk
• Tracking market cap indices is convenient but it may not be smart and can expose investors to uncompensated risks
• Smart Beta strategies can offer investors a more efficient way to access equity returns than traditional indices
• By incorporating fundamentals a Smart Beta strategy can achieve more robust returns
• ESG can also provide additional protection for investors from uncompensated risk

We believe Smart Beta should be implemented as an outcome focused investment strategy, and as such a tool for equity investors to better meet their long-term equity investment objectives.

Download the presentation here.

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