smart beta

smart beta

Active vs Passive: When, Where and Why to be Which

active investing Canadian Market ETFs Insight Markets Outlook passive investing Smart Beta Stocks US Stocks value investing
Active vs Passive: When, Where and Why to be Which by Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata, Connected Wealth, RichardsonGMP In 1950, 90% of U.S. stocks ...
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A Smart Beta for Sustainable Growth

ETFs Fundamentals Insight Markets Outlook
by Chris Brightman Mark Clements Vitali Kalesnik, Research Affiliates Key Points Traditional growth indices, designed as the inverse of value, have delivered negative excess returns and failed to ...
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Shortcuts to Factor Investing: Equities and Beyond

ETFs Factors Insight Markets Outlook
Shortcuts to Factor Investing: Equities and Beyond by Mark Harrison, CFA, CFA Institute The growth of factor investing is being driven not just by an extraordinary backlash against ...
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Can real estate benefit from smart beta?

Insight Markets Outlook Real Estate
by Will Robson, Executive Director and Head of Real Estate Applied Researc, MSCI Institutional investors use factors to capture returns and understand drivers of risk and return in ...
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All About Factors & Smart Beta

ETFs Factors Insight Markets Outlook
by Corey Hoffstein, Newfound Research Summary This week's commentary is a long-form presentation all about factor investing and smart beta.  We cover four topics. In the first section, ...
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Smart Beta Returns (Hint: History Is Worse than Useless)

ETFs Factors Fundamentals Insight Markets Outlook
by Rob Arnott Noah Beck Vitali Kalesnik, Research Affiliates Key Points Using past performance to forecast future performance is likely to disappoint. We find that a factor’s most ...
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How Not to Get Fired with Smart Beta Investing

Factors Insight Markets Outlook
by John West Vitali Kalesnik Mark Clements, Research Affiliates Key Points Delegated asset management can lead to what economists call “principal–agent problems”: the principal relies on the agent ...
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Multi-Step Approach To Evaluate Smart Beta ETFs (6/20/16)

ETFs Insight Markets Outlook portfolio management Strategy
Multi-Step Approach To Evaluate Smart Beta ETFs (6/20/16) by Bob Simpson, Synchronicity Performance Consultants Smart Beta ETFs provide investors with an opportunity to managed portfolios, with much lower ...
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Alpha or Assets

Insight Markets Outlook Strategy
Alpha or Assets by Patrick O'Shaughnessy, Investor's Field Guide More and more investors are buying “factor” based strategies which invest using measures like valuation and low volatility, but ...
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Before You Trash Smart Beta ...

active investing Insight Markets Outlook Strategy
by Michael Batnick, The Irrelevant Investor   It’s probably no surprise that the S&P 500 high quality index has outperformed the S&P 500. But what is surprising, to ...
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