According to EDHEC Business School, 25 per cent of asset managers already use some form of smart beta strategies, with a further 40 per cent considering them in the near future. Cost and efficiency ...

Smart beta blends passive and active investing features into a single strategy. Instead of tracking a standard market-cap index, smart beta funds build portfolios based on alternative factors like ...

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 ...

Let’s be blunt. Smart Beta1 is mostly re-packaged, re-branded quantitative management. That’s not to say we don’t like it or think it’s not good for inves.tors. We love quantitative management, ...

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 ...