Sentences with phrase «smart beta»

In particular, after launching its first series of smart beta ETFs one year ago, only the emerging markets fund has proven a hit with investors.

The half - life of smart beta strategies tends to be longer than the half - life of factors, ranging from two to five years.

They are receiving a lot of press attention and surveys of institutional investors show that they plan to increase their adoption of smart beta ETFs.

But how do you pick a benchmark for smart beta funds?

Our decade of success in producing strong value - add, after fees and expenses, in live smart beta portfolios for many billions of dollars invested by real investors adds to our conviction.

If a strategy that blends components of active and passive investing appeals to you, you may want to consider investing in smart beta strategies.

At the beginning of the year, I outlined my predictions for smart beta strategies for 2017.

With smart beta ETFs there is no human manager making the decisions.

It fits in a new fund category known as smart beta, which offers a different way to weight index funds outside of the typical market cap weighting used by most indexes.

In this situation, the use of smart beta products allows exposure to all of the traditional asset classes, but focuses on minimizing overall market risk.

I hope you find the information published here on Smart Beta ETFs informative and helpful to making you a better investor.

The goal is to build upon smart beta factor research to help identify dividend growth stocks for further analysis.

Some investors use smart beta strategies to replace active strategies in seeking to reduce the number of holdings and related costs, as well as to help improve the consistency of performance.

This piece discusses both approaches, and highlights the middle ground that may be found by using a factor - based smart beta approach.

We're setting ourselves up for another period like 2008, when smart beta didn't do what people thought it would.

So - called smart beta strategies use a combination of regression and classification to identify approaches that might add value over an index.

This year, I predict that we'll hear a lot more about smart beta in fixed income as an attractive alternative to traditional passive bond indexes.

Any with any type of investing, commitment and diversification is required for smart beta investing.

Then, you can further personalize your investment approach with taxable and tax - sensitive portfolios, as well as socially responsible and smart beta investment strategies.

Those costs are coming down due to new smart beta funds and will continue to fall as competition increases.

Many smart beta strategies are designed to seek incremental returns.

What is new is the way we access these investment ideas, such as through smart beta exchange traded funds.

Ask yourself — why does it fit your investment plan better than a plain vanilla index fund or other smart beta fund?

Many investors struggle to think about how to add smart beta strategies to their existing portfolios.

Factor strategies like smart beta capitalize on today's advancements in data and technology to give all investors access to time - tested investment ideas, once only accessible to large institutions.

One of the things I'm most excited about is the work we are doing in fixed income smart beta.

Most smart beta products use factors, or characteristics defined by the fund manager, to attempt to outperform their benchmark.

Here's an example: Unlike the typical index fund, which holds stocks in proportion to their size, one popular smart beta strategy seeks to hold an equal amount of every stock.

An established concept The idea behind smart beta has been around for some time.

Earlier this year, we expanded our selection of commission - free ETFs to include smart beta options.

But by combining factor valuation with past performance, investors gain a richer toolkit for making well - informed allocation decisions among smart beta managers.

This nascent smart beta category does not come without its challenges, however.

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

Learn how to use different smart beta ETFs exploiting various factors in your investment portfolio.

Smart beta refers to a methodology of index construction that seeks to achieve better risk - adjusted returns compared to traditional market capitalization weighted benchmark indices.

One of the key features of smart beta rebalancing is that emotions are taken out of the process.

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

Let's say a financial adviser — not you, of course — recommends a few smart beta ETFs for his client's portfolio.

There are lots of types of smart beta available these days, so the strategy you choose should be driven by the outcome you are trying to achieve.

Finally, I'll help investors decide whether they should incorporate smart beta ETFs into their own strategy.

To understand smart beta and factor investing, it is useful to understand its history and evolution.

Beta is supposed to be good, so smart beta must be even better.

The goal is to produce a list of stocks that exhibit not only sustained dividend growth but also multiple smart beta characteristics.

We showed how valuations can be used to time smart beta strategies.

We discussed that winning with smart beta begins by asking if the price is right.

It's simply smart beta — including elements of both active and passive investing.