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The Definitive Smart Beta ETF Guide

TedTed
in Fund Discussions
FYI: Smart beta has emerged as one of the most exciting and hotly debated investment trends of the past 10 years.
Going by many different names—strategic beta, Fundamental Indexing, factor investing and others—smart beta is a
catchall term for rules-based, quantitative strategies that aim to deliver better risk-adjusted returns than traditional
market indexes.
Regards,
Ted
http://www.etf.com/sites/default/files/smart-beta-guide-043015.pdf

Comments

  • slick
    Good article Ted, thanks for posting. I have a couple of them, RHS, PKW that are more basic, and a few sector etfs that may qualify. Managed funds still make up a majority of my holdings, etfs second highest, with stocks a smaller portion of equity portion.
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