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"Investing in Smart Beta" European Seminar Series: Munich (24th) May, Frankfurt (14th), Vienna (28th) June 2013
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ERI Scientific Beta
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Indexes & Benchmarking
New Frontiers in Equity Investing Seminar
26-27 June, 2012 - Boston, United States
Asset management is the art and science of designing investment solutions that match investors’ needs. For more than 50 years, the industry has focused on delivering alpha through security selection as the main source of added-value, based on the assumption that market cap weighted indices were efficient portfolios. This sole focus, which did not fare well during recent market turbulences, has somewhat distracted the industry from another, more significant, source of added value: beta and risk management.
In the face of these recent crises, and given the intrinsic difficulty in alpha generation, the question of the value-added by both active and passive managers has been raised with heightened intensity. Academic and industry research has offered convincing empirical evidence that market-cap weighted indices exhibit a poor risk-adjusted performance, while other studies have questioned the validity of utilizing market cap as a proxy for a company size and economic influence. The combination of these empirical and theoretical developments has significantly weakened the case for market cap weighted indices, and a consensus is slowly but surely emerging regarding the inadequacy of market cap weighted indices as investment vehicles.
This fierce attack against cap weighted indices, which have been shown to be neither representative nor efficient, has however left investors with a void. While a number of alternative weighting schemes have been proposed, the emergence of which blurs the traditional clear-cut split between active versus passive equity portfolio management, a host of questions remain regarding which of these alternative weighting scheme should be used by investors.
Drawing on the expertise developed at the EDHEC-Risk Institute, the first part of the seminar will equip participants with both the technical and conceptual tools that will allow them to better understand the limits and benefits of traditional and alternative equity benchmarks. The second part of the seminar will discuss advanced methods for risk management and performance attribution for equity portfolios.
The event is presented in a highly accessible manner by instructors who combine academic expertise and industry experience: Frank Fabozzi, Professor of Finance at EDHEC Business School, and Lionel Martellini, Professor of Finance at EDHEC Business School, Scientific Director of EDHEC-Risk Institute, and Scientific Advisor at EDHEC-Risk Indices & Benchmarks.
The programme is intended for investment management professionals who are keen to improve their knowledge of the limits and benefits of traditional and alternative equity benchmarks.
Further information about the seminar is available here.
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| EDHEC-Risk IEIF Commercial Property: April 2013
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