Fascinating report published by FTSE Russell about the growth trends behind Smart Beta index products over the last five years with adoption rates at an all time high as investors seek diversification to their investment portfolio. Interestingly, adoption rate for Smart Beta products in Europe is consistently higher than in North America
Overall growth trends of smart beta indexes and products Smart beta adoption rates have reached a record high of 48% according to the 2018 global survey findings. That becomes 91% if we add to that those who have evaluated or plan to evaluate a smart beta allocation. Only 9% of 2018 respondents have no current allocation and don’t plan to evaluate smart beta in the future, compared to 25% in 2014.