Institutional investors working with Towers Watson more than doubled asset flows moving into “smart beta” strategies last year, reaching $11 billion of inflows in 2013. Smart beta strategies don’t ...

A few years ago Vincent Deluard was a huge cheerleader for smart-beta ETFs, which slice and dice the market using indexes tuned to classic investing factors like momentum and value. But times change ...

Beta is the return of the broad market, typically represented by a benchmark like the S&P 500 index. Smart beta — a hybrid product crafted by financial engineers — is meant to deliver the best of both ...

Passive funds appeal to investors seeking to avoid the risk of underperformance by the fund manager and minimise the need for ...

The iShares Core S&P U.S. Growth ETF (IUSG) made its debut on 07/24/2000, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Growth category of the market ...

Investors looking to beat the market often find themselves sifting through a variety of different funds, each purporting to deliver the secret sauce that leads to outperformance. However, a ...

Discover how FDVV’s smart beta, tech-focused approach is boosting its performance versus classic dividend ETFs.

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 ...

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 ...

Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing. In a world of low yields and heightened volatility, investors are ...

Smart-beta funds blend rule-based investing with market intuition—offering diversification, but not guaranteed outperformance ...