Assets invested in Smart Beta equity ETFs/ETPs listed globally increased by a record US$134 billion during the first 10 months of 2017. Assets invested in ETFs and ETPs grew by US$134 billion ...

Adoption of smart beta has spread to over half of asset owners globally, according to a new survey of allocators by FTSE Russell. Out of 178 retirement plans, endowments, foundations, and other ...

With investors almost euphoric in their love of index funds, it seems that every active manager is looking to smart-beta, or factor, investments as the antidote. But Goldman Sachs Asset Management is ...

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 ...

While these strategies can come with a lower price tag than many traditional actively managed funds, the potential alpha they can generate, and the processes they use, are comparable. Many asset ...

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 ...