Not exact matches
ETFs are being adopted in portfolios alongside, and in some cases in place of, individual stocks and
bonds, mutual funds and derivatives as a source of primary
beta exposures for use in a wide variety of active and passive investment
strategies.»
He touches on many aspects of Smart
Beta such as, Smart
Beta in fixed income (
bonds), the lack of correlation between, the need for investors to stay persistent with their Smart
Beta strategies, and how Smart
Beta ETFs now put quantitative investment
strategies within reach, just the way apps put maps in the palm of your hand.
Valuations are as important in the performance of factors and smart
beta strategies as they are in the performance of stocks,
bonds, sectors, regions, asset classes, or any other investment - related category.
Michael is a Vice President of SSGA and a Portfolio Manager in the Fixed Income
Beta Solutions team, managing a variety of securitized and custom aggregate
bond strategies.
In his current role as part of US Fixed Income
Beta solutions, he heads the credit sector team and is responsible for developing, managing, and supporting various types of funds against a variety of conventional and custom
bond index
strategies.