Smart beta strategies aim to improve returns, lower risk and increase diversification through a transparent, rules-based approach. Smart beta is the middle ground between active and passive management. Smart beta can offer low-cost exposure to one or several different investment factors including value, momentum, low-volatility, quality or size.  In recent years ‘Smart beta’ has...Read More

Today at InsideETFs one of the best panels of the day was titled “Smart Beta – A Deep Dive”.  The panel was moderated by FactSet and the format emulated the U.S. Presidential Debates, where each panelist was given two minutes to extrapolate their thoughts on Smart Beta (a term universally agreed upon as not so...Read More

Day 2 of the Inside ETFs conference in Hollywood, Florida concluded with a panel discussion amongst senior executives from some of the industry’s Titans in fund management and indexing including Vanguard, Invesco, BlackRock, SSgA, MSCI and Van Eck.  The panelists were asked for their opinions on ways to improve the ETF industry and what types...Read More

The World’s largest ETF conference gets underway in Hollywood, Florida on January 24 with four information packed days of speaking panels, technology demonstrations and killer cocktail parties.  Trendrating will be amongst the many product, data and technology exhibitors participating in the event (Booth 319).  CNBC’s @BobPisani will be broadcasting live as well as moderating a panel discussion. ...Read More

Including the Momentum Factor as part of a “smart beta” strategy is proven over time to boost risk-adjusted returns. Smart beta ETFs seek to combine the best of active and passive investing by outperforming the market while keeping costs low. By adhering to rules-based methodologies, these ETFs remain transparent and easy to understand. Different risk...Read More