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.

ETF Report

Hunting The Giant ETF Issuers

A look at the concepts the second-tier ETF firms are staking their businesses on.

Daily ETF Watch

First Trust Debuts Dorsey Wright 'People's' ETF

ETF issuer transforms its VIX tail-hedge fund into a relative-strength strategy fund.

Daily Hot Reads

Friday Hot Reads: IPO Themed ETFs Outperforming

Also, why Gary Cohn is the most important person on Wall St.

ETF Strategist Corner

ETFs Make Value Investing Easier

The transparency of exchange-traded funds has made finding bargains a lot easier, and less risky.

Features and News

Apple: Smart Beta ETFs’ Favorite Pick

The curious case of Apple’s many factor faces. 

Daily Hot Reads

Tuesday Hot Reads: How To Spot A Bull Or Bear Market

Also, how the Fed may sway fixed-income markets. Analysis

How Factors Can Skew ETF Exposure

Factor screens can lead to higher concentration compared to market cap.

Daily ETF Watch

New ETF Equal Weights The Dow

Latest First Trust product offers a new twist on a very old index.

Features and News

Research Affiliates: A Smart Beta For Sustainable Growth