Roundtable

Exchange traded funds

A useful route to passive investment? Our experts debated the following issues: How are institutional investors using ETFs/smart beta? What are they targeting and what are they hoping to achieve Do smart beta indexations deserve to play a growing role in portfolios? From Bitcoin to Quality Income: are we seeing a new generation of promising […]

March 2015

A useful route to passive investment?

Our experts debated the following issues:
  • How are institutional investors using ETFs/smart beta? What are they targeting and what are they hoping to achieve
  • Do smart beta indexations deserve to play a growing role in portfolios?
  • From Bitcoin to Quality Income: are we seeing a new generation of promising products and indices?
  • Why invest in these indices through an ETF?
  • How do ETFs perform when tracking non- market cap weighted indices? How does performance and behaviour differ?
  • How workable is smart beta for fixed income?
These and many further questions discussed by (from left to right):

Deon Dreyer, principal investment consultant, Quantum Advisory

Deborah Fuhr, managing partner, ETFGI

James Waterworth, vice president UK and Ireland institutional ETF sales, Lyxor

Jane Welsh, head of indexation research, Towers Watson

Giles Craven, trustee executive, BESTrustees & chairman, Waterways Pension Fund

Ana Harris, portfolio strategist, State Street Global Advisors

John St Hill, senior portfolio manager, Pension Protection Fund

Sebastian Cheek, deputy editor, portfolio institutional

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