Smart-Beta ETF Overview

Smart beta has emerged as one of the most exciting and hotly debated investment trends of the past 10 years. Going by many different names (strategic beta, fundamental indexing, factor investing and more), smart beta is a catchall term for rules-based strategies that aim to deliver better risk-adjusted returns than traditional market-cap-weighted indexes. Today there are hundreds of ETFs, and, if you count institutional assets, hundreds of billions of dollars benchmarked against smart-beta indexes.

Smart-Beta ETF University

Need to learn more about smart-beta ETFs? Check out our Smart-Beta ETF University articles to learn everything from the core principles to more advanced topics.

Webinars

Integrating factor investing into your practice

Be able to anticipate and address the hot topics in factor investing. Learn best practices for communicating with clients. This webcast features the words to use and words to lose when discussing ETFs and factors with retail investors. Guidance is based on new research from Invesco Consulting. The six-month study included advisor interviews and a North American survey of 1,000 investors.

December 07, 2017

Webinars

Implementing factor strategies

Dive deep into setting objectives, evaluating your current portfolio and reallocating using factor-based strategies. Get a framework for integrating factors into your portfolio. Assess resources, tools and case studies to gain valuable perspective on practical application.

October 30, 2017

Features and News

Wall St. Titans Gain ETF Foothold

J.P. Morgan and Goldman Sachs have been quickly growing their footprints in the smart-beta space. 

Index Investor Corner

Swedroe: Dividend Strategies Fall Short

A look at dividend ETFs and their performance compared with plain-vanilla ETFs.

Daily ETF Watch

Pacer Plans Multi-Asset Fund

Proposed fund will toggle between equities and fixed income based on moving averages.

Daily Hot Reads

Tuesday Hot Reads: Emerging Market ETF Hits 6 Year High

Also, world ETF 'ACWI' hits 52-week high.

Daily ETF Watch

Nationwide Debuts 1st ETFs

Another insurer launches ETFs that seek to manage risk exposures.

Features and News

Growth, Momentum ETFs Gain Ground

These vastly different single-factor funds are raking in assets as they deliver outperformance relative to their peers. 

Index Investor Corner

Swedroe: Vanguard Debunks Dividend Myth

A recent study from Vanguard doesn’t support commonly held beliefs about benefits of dividend investing.