Smart Beta

“SmartBeta” has been a phenomenal engineering and marketing exercise. Its primary proponents, Index Providers and the ETF industry have been able to successfully reconstruct and repackage long established systematic trading methodologies in a form to capture the imagination of a broad range of investors. These strategies are optimal for indexation and ETFs but sub-optimal for Asset Managers. The compromises that have been needed in order to commoditise these products have meant that the products do not capture the entire out-performance that is available.

In addition to developing innovative Smart Beta strategies suitable for ETFs, Midtown Investments have gone back to first principles in order to develop a suite of Smart Beta strategies suitable for Asset Managers. These strategies utilise the flexibility available to Asset Managers in order to offer the prospects of superior risk/return profiles.

Smart Beta Equity Strategy Framework:
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