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

While smart beta is the hottest thing in the exchange-traded fund world, bond portfolios have yet to catch on. But BlackRock Inc. doesn’t mind being early to that party. The world’s biggest money ...

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 ...

San Antonio, TX, Dec. 30, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (GROW) (NASDAQ: GROW) (the "Company"), a registered investment advisory firm with longstanding experience in global ...

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 ...

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 ...

Smart beta has gained widespread attention in recent years, as investors look past traditional index construction methods tied to market capitalization. However, the shift toward smart beta has ...

Every equity investor, active or passive, loves high returns. Traditional passive investors are stuck with the market’s average returns. Elsewhere lie numerous active funds. A good and popular ...

Beta is the return of the broad market, typically represented by a benchmark like the S&P 500 index. Smart beta — a hybrid product crafted by financial engineers — is meant to deliver the best of both ...

Mark Twain once said, “All generalizations are false, including this one.” It’s a funny yet powerful message that, ironically, just might apply to one of today’s popular investment trends—smart beta.

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, ...