Smart Beta

Understanding Performance in a Rising Rates Environment

Smart beta strategies, which recently crossed the $1 trillion AUM threshold, have been among the most popular growth segments over the last 10 years. This presentation looks at how higher yields could impact one corner of the smart beta world—low volatility smart beta ETFs.

In this webcast, we present:

• A recap of smart beta strategy growth 2008-2017
• How rising yields could impact product performance in the year ahead
• An alternative framework for estimating risk exposures when evaluating these products

The event expanded upon an MPI research piece looking at this issue.

Speakers:

• Rohtas Handa, EVP, Head of Institutional Sales, MPI
• Megan Woods, CFA, Research, MPI

This event occurred in the past. Please let us know if you would like to receive the webcast slides or set up a presentation for your team.