Constructing Global Portfolios With Smart-Beta ETFs

Constructing Global Portfolios With Smart-Beta ETFs

Index-based approaches as alternatives to traditional cap-weighted indexes.

Olly
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Managing Editor
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Reviewed by: Olly Ludwig
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Edited by: Olly Ludwig

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?

Olly Ludwig is the former managing editor of etf.com. Previously, he was a financial advisor at Morgan Stanley Smith Barney and an editor at Bloomberg News. Before that, Ludwig was a journalist at the Reuters News Agency in New York.