SMART BETA ETFs
A smart beta ETF is when an issuer applies a rules-based approach to a particular set of securities, usually expressing a conviction about which factor philosophy – value, quality, size, volatility and so on – will deliver alpha versus an equivalent, non-factor-adjusted exposure. With its popularity peaking and troughing over time, smart beta or factor investing has remained a hotly-discussed area of the investment world, with its academic roots fitting comfortably into rules-based ETF structures that are either passively or actively managed.
NEWS & FEATURES
Inception or conception? ETFs and index selection
Fidelity International on index selection
Qontigo’s Lomholt identifies thematic, factor and ESG ETFs as huge growth opportunity for STOXX indices
Why customised thematic, factor and ESG investment strategies are on the rise