Although recent interest in factor-based investing would lead one to believe that this is a new-fangled trend, the truth is factor-based investing has existed for decades. In fact, it has been a key ...

While much has been written recently about smart beta, alternative beta, and factor investing, some important issues have received scant attention, including historical perspective (how much is really ...

Smart Beta is part of a broader discipline of factor-based investing, which is really revolutionizing how investors think about building portfolios. What’s driving the interest in Smart Beta? There ...

(0:45) - What is Factor Investing and Smart Beta? (3:00) - What Are The Main Factors Used In These Kind of ETFs? (7:45) - Benefits and Risks With Factor Indexes (11:60) - Are Multi-Factor ETFs A ...

When discussing smart beta strategies with some investors, I am sometimes struck by their visceral negative reaction to the topic. As much as I appreciate the clever moniker given to these strategies, ...

Academic research proves that smart beta strategies can work, but not all of them work the same. As the universe of smart beta products continues to expand, the performance of different single- and ...

Thanks to new research, factor-based investing is more intelligent than ever, but some “smart beta” products are still dumb. That was the conclusion of panelists at FPA’s BE Baltimore conference last ...

Among global asset owners surveyed in 2018, multi-factor combination smart beta strategies are used by 49%, a notable rise from 20% when first measured in 2015. Furthermore, 70% of asset owners are ...

This article was originally published on ETFTrends.com. Expanding on its line of smart beta strategies, Fidelity Investments launched three new multi-factor ETFs that combine various proven smart beta ...

Factor investing involves using factor models like CAPM and APT to predict individual security returns based on macroeconomic or other factors. Factor investing is a formulaic method for forecasting ...

Recent market volatility is getting investors and advisors thinking anew about divorcing themselves from beta. Interest in low-volatility products has surged lately, but these strategies only mitigate ...