Smart Beta Has Crossed The Rubicon

By Rolf Agather, Managing Director of Research, North America, FTSE Russell

The findings of our latest annual global survey of smart beta usage by asset owners (with a collective AUM of over $5 trillion), suggests that smart beta is now a standard tool in investors’ armories. For the first time, we found that the majority of asset owners government organizations, corporations, unions, insurance companies, sovereign wealth funds and family offices from North America, Europe, Asia Pacific and elsewhere—now allocate to smart beta. Here are five key findings from the report.