Sentences with phrase «before smart beta»

Before Smart Beta we had mutual funds.

Before smart beta came around, you had two basic ways to invest — active or passive.

In 2005, long before smart beta gained wide recognition, Research Affiliates introduced the RAFI Fundamental Index ™.

Not exact matches

That means even if a smart - beta index manages to outperform before costs, the ETF might still lag once you account for fees, transactions and taxes.

Using Morningstar's categorization to group active and passive funds, and keywords to form baskets of factor and smart beta funds, the authors successively calculate rates of return gross of fees, net of fees, after taxes but before liquidation, and after taxes post liquidation.

With the proliferation of smart beta strategies, investors have more access and choice to select alternative weighting methodologies than ever before.

This guide is meant as a starting point to learning more about smart beta ETFs, how it works, and what you should know before buying the hype.

The Distinction between Factors and Smart Betas Before we continue, let's clarify how we define the following terms: factor, factor portfolio, smart beta, and smart beta straSmart Betas Before we continue, let's clarify how we define the following terms: factor, factor portfolio, smart beta, and smart beta strasmart beta, and smart beta strasmart beta strategy.

The article was written before the term «smart beta» was popularized.