This webinar aims at presenting and discussing a new research publication entitled "Ten Misconceptions in Smart Beta Investing" in which EDHEC-Risk Institute reviews ten common but mistaken claims about smart beta that present risks for investors and sheds light on underlying issues.

The objective of the research is to provide perspective on these beliefs by examining conceptual considerations and empirical evidence. The analysis shows that, more often than not, superficially convincing claims about smart beta strategies stand on shaky foundations. Challenging conventional wisdom by reviewing the extant academic literature and empirical evidence would lead to more balanced conclusions and a more nuanced understanding of the benefits and risks of smart beta strategies.

This webinar, hosted by Dr Felix Goltz, Head of Applied Research, EDHEC-Risk Institute and Research Director, Scientific Beta addresses common claims about Smart Beta and analyses the underlying misconceptions.
The themes covered during the webinar also include:
- Factor crowding, cheaper alphas, rebalancing effect, domination of value and mid-cap bias, liquidity issues, etc.: What is true and false when it comes to smart beta?
- What are the consequences in terms of smart beta performance and risk as a result of smart beta misconceptions?
- How can they be addressed?

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