investment management

Hedge Funds

Smart beta: is it worth it?

Most smart-beta offerings fall into the same trap as index strategies: blindly following a set of criteria even when the strategy is underperforming. Instead, beta harvesters should be more thoughtful, according to Tim Gardener, head of institutional client strategy at AXA Investment Managers, who also believes smart-beta strategies are overpriced. “In beta strategies, market cap […]
Unintentional

Catholic by name, catholic by nature

In his seventh year as chair of Catholic Super in Victoria, Peter Bugden can comfortably say he’s witnessed notable growth in the fund. What first began in 1971 as a niche offering to Catholic school employees is now an Australia-wide public offer fund, with around $5 billion under management following a period of growth – […]
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