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

ETF.com Analysis

How To Approach Factor Investing

While it’s folly to try to time factors, it’s really hard for investors to stick with them.

Index Investor Corner

Swedroe: A 5 Factor Evaluation

A look at the evidence for Fama and French’s five-factor asset-pricing model.

Daily Hot Reads

Monday Hot Reads: Harder For ETF Investors To Sue

Also, smart beta’s falling success rate.

Daily ETF Watch

PowerShares Goes Plain Vanilla

Fourth-largest issuer takes new (but well-trod) direction with its latest additions.

Daily ETF Watch

VanEck Plans Real Assets Active ETF

Strategy would go head-to-head with a passive fund from FlexShares.

Daily Hot Reads

Thursday Hot Reads: ETF Graveyard Continues To Grow

Also, Goldman Sachs Sees $1 trillion tax cut coming.

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.