Rob Arnott, chairman and CEO of Research Affiliates and a pioneer in factor index investing, the so-called "smart beta" space, has been outspoken about how smart beta strategies can go horribly wrong.
In the last three years, about 160 new funds have been launched in the smart beta space. That’s more than one new product per week, said Matt Hougan, CEO of Inside ETFs. Speaking Thursday morning at ...
According to EDHEC Business School, 25 per cent of asset managers already use some form of smart beta strategies, with a further 40 per cent considering them in the near future. Cost and efficiency ...
San Antonio, TX, Dec. 30, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (GROW) (NASDAQ: GROW) (the "Company"), a registered investment advisory firm with longstanding experience in global ...
Making its debut on 08/13/2013, smart beta exchange traded fund Schwab Fundamental International Small Company Index ETF (FNDC) provides investors broad exposure to the Foreign Small/Mid Value ETF ...
In recent years, smart beta or factor investing has gained considerable traction with pension funds seeking to earn higher risk-adjusted returns from their investments through cheaper and simpler ...
Investors using smart beta strategies have moved from using single strategies to using a number of strategies according to AXA IM which has launched a number of products utilizing multiple strategies ...
SPDR Russell 1000 Yield Focus ETF uses a smart beta strategy to invest in high-yield dividend stocks, with an expense ratio of 0.20%. ONEY's portfolio has a strong tilt towards mid-cap and small-cap ...
The use of multi-factor combination smart beta index-based investment strategies by global asset owners has more than doubled since 2015, with 91 per cent of investors declaring that they have ...
While smart beta is the hottest thing in the exchange-traded fund world, bond portfolios have yet to catch on. But BlackRock Inc. doesn’t mind being early to that party. The world’s biggest money ...
Let’s be blunt. Smart Beta1 is mostly re-packaged, re-branded quantitative management. That’s not to say we don’t like it or think it’s not good for inves.tors. We love quantitative management, ...
With Nasdaq Smart Beta Indexes, investors now have an easy, customized way to bring new ideas to market. Offering robust research, deep market expertise and the technology to power index methodologies ...