Smart Beta & Enhanced Indices
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'Smart Beta' Equity ETFs Gather $45B YTD

'Smart Beta' Equity ETFs Gather $45B YTD | Smart Beta & Enhanced Indices | Scoop.it
'Smart Beta' Equity ETFs Gather $45B YTD
IndexUniverse.com (blog)
Investors have poured $45.93 billion into so-called “smart beta” equities ETFs so far this year, in what amounts to a 20 percent increase in total assets in the segment.
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GMO: It's a Particularly Bad Time To Go 'Smart Beta' - Barron's (blog)

GMO: It's a Particularly Bad Time To Go 'Smart Beta' - Barron's (blog) | Smart Beta & Enhanced Indices | Scoop.it
GMO: It's a Particularly Bad Time To Go 'Smart Beta'
Barron's (blog)
He's writing about the fund industry's push for so-called “smart beta” indexing.
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Smart beta blocks volatility - Financial Post

Smart beta blocks volatility - Financial Post | Smart Beta & Enhanced Indices | Scoop.it
Financial Post
Smart beta blocks volatility
Financial Post
The rise of ETFs using such strategies stretches back about a decade, but smart beta is a relatively new phenomenon — J.P.
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Smart Beta Equals Factor Tilts - IndexUniverse.com

Smart Beta Equals Factor Tilts - IndexUniverse.com | Smart Beta & Enhanced Indices | Scoop.it
Smart Beta Equals Factor Tilts
IndexUniverse.com
Are there better ways to construct indexes and passive portfolios than the standard market-cap-weighting approach?
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Is Smart Beta a Smart Idea?

Is Smart Beta a Smart Idea? | Smart Beta & Enhanced Indices | Scoop.it
Is Smart Beta a Smart Idea?
WealthManagement.com
ETF companies have been rushing to introduce portfolios that weight holdings in unconventional ways.
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Smart beta 'bandwagon' triggers alarm

Smart beta 'bandwagon' triggers alarm | Smart Beta & Enhanced Indices | Scoop.it
Smart beta 'bandwagon' triggers alarm
Financial Times
Smart beta exchange traded funds have pulled in significant assets this year, but concern is brewing over misuse of the “smart beta” label as a marketing tool.
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Fundamental Indexing Not as Popular in Bond ETFs

Fundamental, or “smart-beta,” indexing has helped spawn many stock exchange traded funds that steer away from the traditional market-capitalization methodology. However, enhanced indexing styles haven’t ...
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Ossiam launches world's first smart beta risk-weighted commodity ETF

Ossiam launches world's first smart beta risk-weighted commodity ETF | Smart Beta & Enhanced Indices | Scoop.it
ETF Strategy
Ossiam launches world's first smart beta risk-weighted commodity ETF
ETF Strategy
**INVITATION** Please join us at WealthMatters London, 2nd October 2013, including a panel discussion on Smart Beta.
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Hot Potato: Momentum As An Investment Strategy

Hot Potato: Momentum As An Investment Strategy | Smart Beta & Enhanced Indices | Scoop.it
Hot Potato: Momentum As An Investment Strategy
IndexUniverse.com
Momentum investing has important features in common with other factor-based Smart Beta strategies.
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Van Eck Plans Four Non-US ‘Quality’ ETFs

Van Eck Plans Four Non-US ‘Quality’ ETFs | Smart Beta & Enhanced Indices | Scoop.it

Van Eck Global, the purveyor of the Market Vectors brand of ETFs, filed regulatory paperworkdetailing four enhanced-beta ETFs that screen securities in international and emerging markets for “quality”—a term in the investment world that refers to stocks with high returns on equity, stable year-over-year earnings growth and low financial leverage.

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iShares adds quality growth ETF to smart beta factor suite - ETF Strategy

iShares adds quality growth ETF to smart beta factor suite - ETF Strategy | Smart Beta & Enhanced Indices | Scoop.it
ETF Strategy iShares adds quality growth ETF to smart beta factor suite ETF Strategy iShares, the world's largest provider of exchange-traded funds (ETFs), has expanded its smart beta 'factor' ETF suite with the launch of the iShares MSCI USA...
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Investors Should Consider Outperforming 'Smart-Beta' ETFs

Investors Should Consider Outperforming 'Smart-Beta' ETFs | Smart Beta & Enhanced Indices | Scoop.it
ETF Trends Investors Should Consider Outperforming 'Smart-Beta' ETFs ETF Trends Investors who are using exchange traded funds that track market-capitalization-weighted indices could be missing out as more fund sponsors engineer ETFs based on...
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'Smart beta' funds eye $5tn windfall - Financial Times

'Smart beta' funds eye $5tn windfall - Financial Times | Smart Beta & Enhanced Indices | Scoop.it
'Smart beta' funds eye $5tn windfall
Financial Times
Smart beta strategies aim to provide a better risk-return trade-off than traditional market capitalisation-weighted indices by weighting markets more intelligently.
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Indexing for bonds: Smart beta strategies make elbow room

Indexing for bonds: Smart beta strategies make elbow room | Smart Beta & Enhanced Indices | Scoop.it
The last-minute deal necessary to avert a default on US government debt and the European sovereign debt crisis have sharpened investors’ awareness of the dangers of instability and turmoil in bond markets.
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Factor indices – a smarter name for smart beta

Factor indices – a smarter name for smart beta | Smart Beta & Enhanced Indices | Scoop.it
Factor indices – a smarter name for smart beta
Financial News
Smart beta (also referred to as advanced beta and alternative beta) indices have gathered a lot of attention recently.
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Smart beta 'isn't necessarily smarter', warns iShares

Smart beta 'isn't necessarily smarter', warns iShares | Smart Beta & Enhanced Indices | Scoop.it
Smart beta 'isn't necessarily smarter', warns iShares
Citywire.co.uk
'As the range of indices and products expands, many of these are being called smart beta and we believe this is a misleading label,' said Cohen.
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RAFI: What Makes Alternative Beta Smart?

RAFI: What Makes Alternative Beta Smart? | Smart Beta & Enhanced Indices | Scoop.it
RAFI: What Makes Alternative Beta Smart?
IndexUniverse.com
According to Towers Watson (2013), a leading global investment-consulting firm, “Smart beta is simply about trying to identify good investment ideas that can be structured better...
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Expert Investor Europe Cerulli forecasts smart beta ‘surge’

Expert Investor Europe Cerulli forecasts smart beta ‘surge’ | Smart Beta & Enhanced Indices | Scoop.it
European ETF providers are bullish on the demand outlook for “smart beta”, and are likely to increase the pace of product launches in this area, according to Cerulli.
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Fundamental Indexing Not as Popular in Bond ETFs

Fundamental Indexing Not as Popular in Bond ETFs | Smart Beta & Enhanced Indices | Scoop.it
ETF Trends
Fundamental Indexing Not as Popular in Bond ETFs
ETF Trends
Fundamental, or “smart-beta,” indexing has helped spawn many stock exchange traded funds that steer away from the traditional market-capitalization methodology.
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A Closer Look at Fundamental Index ETFs

A Closer Look at Fundamental Index ETFs | Smart Beta & Enhanced Indices | Scoop.it
ETF Trends
A Closer Look at Fundamental Index ETFs
ETF Trends
The new breed of fundamental, or “smart-beta,” ETFs track indices that are constructed based on factors like strong balance sheets, steady earnings growth or dividend growth.
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China Universal to launch smart beta index fund in Oct (registration)

China Universal to launch smart beta index fund in Oct (registration) | Smart Beta & Enhanced Indices | Scoop.it
China Universal to launch smart beta index fund in Oct
IPE.com (registration)
China Universal Asset Management has licensed the AZ CSI300 Active Index and filed for approval of a fund based on this index.
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Enhanced Index ETFs

Enhanced Index ETFs | Smart Beta & Enhanced Indices | Scoop.it

As the exchange traded fund universe expands into enhanced, “smart-beta” indexing strategies, financial advisors are spoiled for choice. Still, it is important to pause and take a moment to understand what you’re getting yourself into.

“Having so many choices is a good problem to have, but it is important to understand the differences among them to construct an investment portfolio that suits its intended purpose,” Dan Waldron, senior vice president and ETF strategist at First Trust Portfolios LP, said on InvestmentNews. “It may be helpful to put all ETFs into two broad categories: beta and alpha.”

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The Smart Beta Trade-Off

The Smart Beta Trade-Off | Smart Beta & Enhanced Indices | Scoop.it
The Smart Beta Trade-Off
aiCIO
Low volatility, broad diversification, low tracking error, and high liquidity: A Lyxor paper takes on investors' indexing wish lists.
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More thoughts on smart beta indices, strategies and ETFs

More thoughts on smart beta indices, strategies and ETFs | Smart Beta & Enhanced Indices | Scoop.it
ETF Strategy More thoughts on smart beta indices, strategies and ETFs ETF Strategy I've been banging on about various forms of smart beta for as long as I can remember, starting first with fundamentally weighted indices such as Research Affiliates'...
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HSBC announces smart beta push

HSBC announces smart beta push | Smart Beta & Enhanced Indices | Scoop.it
HSBC announces smart beta push Financial Times HSBC has launched a new suite of alternative weighted indices in anticipation of a significant shift by pension funds and other institutional investors into “smart beta” passive investment strategies...
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