March 2017

John West on How Not to Get Fired With Smart Beta Investing

Investors in smart beta strategies will and should expect bouts of underperformance, according to John West. In anticipation of this, owners and agents are encouraged to align their respective incentives and long-term interests.


How Not to Get Fired with Smart Beta Investing

By John West Vitali Kalesnik Mark Clements

January 2017 | Read Time: 25 min

Lengthening the evaluation horizon, combining robust strategies, codifying investment beliefs, and improving communication can strengthen—and prolong—the principal–agent relationship.