Smart beta: 2015 global survey findings from asset owners View Online
FTSE Russell: Smart Beta - The results are in
2015 Survey Findings
In 2015, FTSE Russell conducted a follow-up survey to the well-received 2014 survey of institutional asset owners. The results are based on responses from 214 asset owners representing various types of institutional investors across the globe. The goal was to better understand how the perception and adoption of smart beta have continued to evolve globally.

Review the results and comprehensive analysis for greater detail and insight into the growing interest in and adoption of smart beta among asset owners.
Three things you should know
about the adoption of smart beta



Smart beta interest and usage continues to grow.

The results of the 2015 survey indicate an increased interest in and adoption of smart beta strategies.


More education is needed.

With more choice, and greater flexibility in the construction of portfolios, further education is required to make informed decisions.


There is a movement towards combining multiple factor and strategy indexes.

Overall, most asset owners are focused on a combination of smart beta strategies.
The findings above represent a few highlights from the survey. For a more complete analysis, please request the complete report Smart Beta: 2015 Global Survey Findings from Asset Owners.

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