3^rd Smart Beta Summit

6^th - 7^th December 2017 | The Dolder Grand, Zurich

Contact Data

1.What investment goal do you pursue when investing in smart beta products?

Tick all that apply

Outperformance of a traditional benchmark
Risk reduction versus a traditional benchmark
More effective diversification in a portfolio context
Cost savings compared to active strategies
other

2.Currently, what share of your total AUM do smart beta investments represent?

0%
Less than 10%
11-20%
20%+

3.By how much do you plan to increase or decrease your exposure to smart beta products in the next year (relative to total AuM)?

Decrease
Stay the same
Increase by less than 10%
Increase by 11-20%
Increase by more than 20%

4.Which of the following smart beta strategies are you using or considering for your equity exposure?

Tick all that apply

Multi-factor
Minimum/low volatility
Value
Momentum
High quality
Dividend/income
Equal weighting
Fundamentally weighted
other

5.Which of the following smart strategies are you using or considering for your fixed income exposure?

Tick all that apply

Fundamentally weighted / screened sovereign bond indices
Yield enhancement strategies
Other; please specify
Currently no use and use not yet evaluated
Currently no use and use not planned; please specify reasons

6.What is the level of concern with following issues that potentially arise in smart beta investing?

Fail to deliver the desired investment outcome
How to choose the best smart beta strategy
Higher cost of implementation
High portfolio concentration
Low transparency
Unintended biases (factor, sector, country, etc.)

7.What product wrapper do you prefer when looking for smart beta exposure

ETF
Mutual fund / index fund
Mandate
other

8.Did the Summit meet your expectations?

Yes
No, pls comment

9.Would you visit a Smart Beta Summit next year to keep yourself up-to-date?

10.Are you interested in a follow-up meeting with Deutsche Asset Management? If yes, please provide contact details

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