A Scientific Approach to Smart Beta

A Scientific Approach to Smart Beta

Smart-beta ETFs seek superior returns, often tilting a portfolio’s exposure to a specific factor or characteristic that has historically outperformed the broad market.

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

Smart-beta ETFs seek superior returns, often tilting a portfolio’s exposure to a specific factor or characteristic that has historically outperformed the broad market. This often requires taking on more risk relative to the broad market. Learn why taking an approach founded in academic research can help to identify these factors and potentially capture the outperformance, all while managing associated risks.

 

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.