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Published by:
ESSEC Business School (2018)
22 pages
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In the investment industry is common to differentiate between passive or active approaches. This dichotomic view has been challenged with smart beta funds that combine elements of both approaches. Therefore, the emergence of smart beta funds provides an opportunity to discuss core concepts in the investments field. The case introduces smart beta funds and its rationale. Moreover, it describes the several types of smart beta funds, their advantages and risks for investors. The case should lead students to think about the innovation brought by the concept of smart beta funds, if it is a new form of passive indexing or just a reshuffle of active management.


Active and passive investing; Indexing methods; Factors and risk premia factors; Multifactor models; Investment styles; Financial innovation
USD 391.4 billion in assets
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