Smart Beta & Enhanced Indices
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Small Cap Tilts With Equal Weight ETFs | ETF.com

Small Cap Tilts With Equal Weight ETFs | ETF.com | Smart Beta & Enhanced Indices | Scoop.it
Using equal-weighted ETFs can help put a small-cap and value tilt on a portfolio.
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Swedroe: Not All Value Metrics Are Equal

Swedroe: Not All Value Metrics Are Equal | Smart Beta & Enhanced Indices | Scoop.it
Know how the 'value' of your value stocks is determined.
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Man Who Named GPIF Back to Help With Smart-Beta Investing

Man Who Named GPIF Back to Help With Smart-Beta Investing | Smart Beta & Enhanced Indices | Scoop.it
The man who helped name the world’s
biggest pension pool is back as one of its money managers, and
says the fund’s new approach to buying stocks will rub off on
other retirement investors.
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Implementing Smart Beta in a portfolio

Implementing Smart Beta in a portfolio | Smart Beta & Enhanced Indices | Scoop.it
An institutional masterclass on smart beta with: Tim Gardener, head of institutional client strategy, AXA Investment Managers Phil Edwards, European director of strategic research, Mercer Ana Harris, portfolio strategist - Global Equity Beta...
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Swedroe: A Close Look At Value & Momentum

Swedroe: A Close Look At Value & Momentum | Smart Beta & Enhanced Indices | Scoop.it
Combining factors like value and momentum with gross profitability improves portfolio efficiency.
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The Bank Of Japan And Smart Beta - ETF.com (blog)

The Bank Of Japan And Smart Beta - ETF.com (blog) | Smart Beta & Enhanced Indices | Scoop.it
ETF.com (blog)
The Bank Of Japan And Smart Beta
ETF.com (blog)
Sometimes everything old is new again.
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Swedroe: Bogle May Be Right About ETFs

Swedroe: Bogle May Be Right About ETFs | Smart Beta & Enhanced Indices | Scoop.it
ETF returns lag those of other vehicles, mostly because of bad market timing.
 
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3 Ways To Prep For The End Of Low Volatility

3 Ways To Prep For The End Of Low Volatility | Smart Beta & Enhanced Indices | Scoop.it
Notwithstanding the trouble brewing in Ukraine and Israel, investors need to be vigilant about an abrupt end to recent low volatility.
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Assessing smart beta risk factor performance

Assessing smart beta risk factor performance | Smart Beta & Enhanced Indices | Scoop.it
Vincent Denoiseux, a director in Deutsche Asset & Wealth Management systematic funds business, analyses the smart beta trend of investors looking to create portfolios of risk factors.
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AQR goes after a smarter “smart” beta

AQR goes after a smarter “smart” beta | Smart Beta & Enhanced Indices | Scoop.it
AQR Capital Management has launched a new alternatives mutual fund that takes factor investing to another level. (AQR goes after smarter smart beta — unlike trad. factor investing, seeks return in stocks, bonds, comm.
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Smart-Beta Risks Not Clear Enough

Smart-Beta Risks Not Clear Enough | Smart Beta & Enhanced Indices | Scoop.it
Smart-Beta Risks Not Clear Enough
IndexUniverse.com
In March this year, Edhec-Risk Institute made headlines when it announced it had launched a new smart beta platform offering investors free data.
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Smart Beta ETFs Poised for Growth Among Institutional Asset Managers

Smart Beta ETFs Poised for Growth Among Institutional Asset Managers | Smart Beta & Enhanced Indices | Scoop.it
Smart Beta ETFs Poised for Growth Among Institutional Asset Managers - Wall Street Journal http://t.co/lNAfxOOYp5
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Market concentration to boost smart beta

Market concentration to boost smart beta | Smart Beta & Enhanced Indices | Scoop.it
IPE Awards Seminar: Market concentration to boost smart beta – TOBAM IPE.com (registration) Smart-beta strategies are set to give investors higher relative returns in the next few years because market-cap weighted benchmarks have now become so...
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Value Tilt Helps Smart-Beta ETF Outperform

Value Tilt Helps Smart-Beta ETF Outperform | Smart Beta & Enhanced Indices | Scoop.it
ETF Trends Value Tilt Helps Smart-Beta ETF Outperform ETF Trends Investors can diversify their core equity positions with smart-beta exchange traded funds that have outperformed traditional market capitalization-weighted indices and provide an...
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UPS is looking for smart beta to deliver - Pensions & Investments

UPS is looking for smart beta to deliver - Pensions & Investments | Smart Beta & Enhanced Indices | Scoop.it
UPS is looking for smart beta to deliver
Pensions & Investments
The $28 billion United Parcel Service Inc.
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Smart-Beta ETFs: Active Styles in a Passive Investment

The new breed of smart-beta, index-based exchange traded funds are encroaching on traditional beta-index fund’s market space as more investors look to alternative index strategies to supplement or even replace core investment positions.
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Risk Parity Loses to Risk Factors, Study Finds

Risk Parity Loses to Risk Factors, Study Finds | Smart Beta & Enhanced Indices | Scoop.it
Smart beta and risk premia strategies have come to the fore of risk factor investing, according to S&P Dow Jones Indices ("an informal survey conducted by CIO found 75% of surveyed asset owners believed smart beta to be a passing fad"
Giselle Comissiong's curator insight, July 31, 2015 7:49 AM

Institutional investors are increasingly choosing smart beta and risk premia strategies as ways of incorporating risk factors into their portfolios over risk parity, according to S&P Dow Jones Indices.

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Timing Low-Volatility Investments

Timing Low-Volatility Investments | Smart Beta & Enhanced Indices | Scoop.it
Two approaches to evaluating market levels.
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Swedroe: Small Value Returns Persistent

Swedroe: Small Value Returns Persistent | Smart Beta & Enhanced Indices | Scoop.it
It’s true that returns of small value stocks are rather persistent, but you still need to be patient.
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Smart beta specialist Ossiam hits $2bn AUM milestone - ETF Strategy

Smart beta specialist Ossiam hits $2bn AUM milestone
ETF Strategy
Ossiam offers a range of smart beta ETFs, including minimum variance, equal weight and risk weighted enhanced commodity strategies.
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Being Intelligent About Smart Beta

Being Intelligent About Smart Beta | Smart Beta & Enhanced Indices | Scoop.it
Given the history of miracle cures, magic potions, sure things, and can't misses, you will forgive our skepticism as "Smart Beta" entered the financial lexicon over the past 3 years.
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Vincent Denoiseux : « Les 5 facteurs retenus pour constituer notre fonds ont été sélectionnés en raison de leur corrélation faible voire négative entre eux »

Vincent Denoiseux : « Les 5 facteurs retenus pour constituer notre fonds ont été sélectionnés en raison de leur corrélation faible voire négative entre eux » | Smart Beta & Enhanced Indices | Scoop.it
Le fonds DB Platinum IV Equity Risk Premia lancé le 30 octobre dernier utilise le concept du smart beta, tout en offrant une exposition à 5 facteurs de risque actions (value, qualité, low beta, small cap et momentum) pilotée selon une stratégie systématique...
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Deutsche AWM launches smart beta equity fund

Deutsche AWM launches smart beta equity fund | Smart Beta & Enhanced Indices | Scoop.it
Deutsche AWM launches smart beta equity fund
Fundweb
Deutsche AWM launches smart beta equity fund. 14 November 2013 | By Sam Macdonald · Tweet; Print; Email; Comment. Coin-Stack-Money-Currency-700.jpg.
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Smart beta—Tilts, bets, and active strategies

Smart beta—Tilts, bets, and active strategies | Smart Beta & Enhanced Indices | Scoop.it
Rodney Comegys, a principal in Vanguard Equity Investment Group, shares his experience at a recent industry conference where smart beta was discussed, and provides Vanguard's perspective on the sub...
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Defining “smart beta” indexes and how these new tools can be useful for investors

Defining “smart beta” indexes and how these new tools can be useful for investors | Smart Beta & Enhanced Indices | Scoop.it
Rolf Agather is Managing Director of Global Index Research and Innovation for Russell Investments.
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