GSIE applies a smart beta, factor-based strategy across developed markets, ex-U.S. Despite strong methodology, long-term returns closely track EFA and VEA. Volatility and dividend benefits are ...

Whether markets are up or down, investors are always looking for ways to beat the odds. Everyone wants to feel like their investing strategy is as solid as it possibly can be, regardless of the market ...

It’s no surprise that exchange traded fund (ETF) investors are looking beyond plain vanilla offerings that mimic major U.S. stock indices. What may be surprising is the rapid adoption of “smart beta” ...

U.S. Global Investors reports positive performance for its ETFs in 2024, driven by strong market demand and strategic management. U.S. Global Investors, Inc. announced that its smart beta 2.0 ETFs ...

ONEY's smart beta approach offers diversified sector allocation, strong dividend yield, and reduced concentration risk compared to larger, more popular dividend ETFs. Despite lower AUM and investor ...

Rob Arnott used to argue that the popularity of “smart beta” investing strategies often made the stocks they favored too expensive to actually buy. Now, his firm says the time is right. Analysts with ...

What are Smart Beta ETFs? Smart Beta ETFs use a rules-based approach to selecting stocks. Unlike traditional market-cap weighted ETFs, Smart Beta ETFs use factors such as value, quality, momentum and ...

The term smart beta is alleged to have been invented by the consulting firm Willis Towers Watson in 2006. (Although I have no reason to doubt that claim, neither have I been able to find the original ...

Smart Beta ETFs typically charge management fees, though these fees are generally lower than those of actively managed funds. These fees cover the cost of maintaining the ETF’s strategy, which is ...

March was a rough month for smart beta exchange-traded funds (ETFs) as assets under management for alternatively weighted ETFs declined 0.96% on a global basis, but smart beta funds still represent a ...

In recent years, smart beta or factor investing has gained considerable traction with pension funds seeking to earn higher risk-adjusted returns from their investments through cheaper and simpler ...

Roundtable: KPMG's Simeon Willis, Towers Watson's Stephen Miles, State Street Global Advisors' Richard J Hannam, Cambridge Associates' Alex Koriath and Indexx Markets' Ronan Kearney, debate the ...