Sentences with phrase «contrast smart beta»

This will help investors compare and contrast smart beta strategies and the role they might play in their portfolios.

In their January 2016 paper entitled «A Taxonomy of Beta Based on Investment Outcomes», Sanne De Boer, Michael LaBella and Sarah Reifsteck compare and contrast smart beta (simple, transparent, rules - based) strategies via backtesting of 12 long - only smart beta stock portfolios.

This will help investors compare and contrast smart beta strategies and the role they might play in their portfolios.

Not exact matches

By contrast, smart beta funds with a lot of rules may see a greater number of companies moving in and out of the indexes, which can translate into more buying and selling, and more taxable capital gains for investors.

In contrast, many factor - based smart beta strategies have persistently outperformed the same capitalization - weighted benchmarks.