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AXA Investment Managers Deutschland GmbH Thurn-und-Taxis-Platz 6 60313 Frankfurt am Main, Germany http://www.axa-im.com
Contact Ms Daniela Hamann +49 69 9002515882
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AXA Investment Managers Deutschland GmbH

AXA IM aktuell: Smart-Beta der zweiten Generation - gibt es nichts Neues unter der Sonne?

"Intelligente Beta-Strategien sind heute transparenter und kostengünstiger als je zuvor", sagt Tim Gardener, Global Head der Institutional Client Group von AXA Investment Managers

(PresseBox) (Frankfurt am Main, )
Smart Beta hat sich in den vergangenen Jahren deutlich weiterentwickelt. Dennoch gibt es nach wie vor Kritiker der unter diesem Begriff vermarkteten regelbasierten Investmentstrategien. Unter anderem werfen sie den Anbietern vor, dass die Konzentration auf spezifische Faktoren wie Value oder Small Caps eine Vorgehensweise sei, derer man sich schon seit Jahrzehnten bediene, und dass diese darum gar nicht neu sei. „Eine der Beanstandungen, die am häufigsten zu hören ist, erinnert an einen Ausspruch des biblischen Königs Salomon: ‚Es gibt nichts Neues unter der Sonne’“, sagt Tim Gardener, Global Head der Institutional Client Group von AXA Investment Managers.

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