Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The ...

The roles assumed by investment managers, consultants and index providers in the evaluation of smart beta vary depending on AUM tiers of asset owners. According to its third annual global ...

Smart beta strategy blends passive and active investing, focusing on volatility, quality, and value factors. Learn how it ...

Wells Fargo Asset Management, until recently one of the few large managers without quantitative investment management capabilities, is planning to roll out a lineup of smart beta funds following the ...

LONDON — December 30, 2019 —ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs ecosystem, reported today that equity-based Smart Beta ETFs and ETPs ...

Perhaps it’s fair to say by now that smart beta—or strategic beta, if you will—has gone from fad to bona fide trend, particularly based on numbers released Wednesday by ETFGI showing that global ...

Beta is a measurement of an asset’s risk compared to a benchmark, like the stock market. The market or benchmark used to calculate an asset’s beta always has a beta of 1. Stocks that have a return ...

LONDON —October 31, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs ecosystem, reported today that equity-based Smart Beta ETFs and ETPs ...