Constructing Global Portfolios With Smart-Beta ETFs
Index-based approaches as alternatives to traditional cap-weighted indexes.
When Towers Watson wrote in July 2013 that "somewhere between alpha and beta lies smart beta," the global consulting firm established a framework for evaluating such alternative approaches, breaking them out into four major categories: equally weighted; fundamentally weighted; volatility based; and factor-based indexes.
In this 60-minute webinar, Luciano Siracusano, WisdomTree's chief investment strategist and co-creator of WisdomTree's patented indexing methodology, discusses index-based approaches that investors can use in the core of their portfolios as alternatives to the traditional cap-weighted indexes. Topics covered include:
- What is the rationale for fundamentally weighted indexing?
- How do these strategies differ from traditional capitalization-weighted indexes?
- How have these strategies performed in real time?