Phrases with «strategic beta»

"strategic beta" refers to an investment strategy that combines elements of both passive and active investing. It aims to outperform traditional market indexes by selecting and weighting securities based on specific factors or criteria, rather than following a purely market-cap weighted approach. It is a middle ground between passive index investing and active stock picking. Full definition

Sentences with «strategic beta»

  • The firm added strategic beta ETFs to its existing portfolio of actively managed mutual funds. (hartfordfunds.com)
  • We think these ETFs represent an important step in the evolution of strategic beta investing. (libertyshares.com)
  • Comparison of two strategic beta strategies that on the surface may seem similar, but are in fact distinctly different in several ways. (schwabfunds.com)
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