Smart Beta

  1. Fidelity Expanding Its Smart Beta ETF Offerings

    September 28, 2016
    Here's a look at six new smart beta ETFs from Fidelity.
  2. Top Five Smart Beta Momentum ETFs

    September 9, 2016
    Momentum is a popular smart beta factor for investors willing to take risks. Here are the five biggest smart beta momentum ...
  3. Why 'Smart Beta' Fund Houses are Getting Acquired Like Hot Cakes

    May 24, 2016
    Here’s why the smart fund houses are top targets for acquisition.
  4. Is Fidelity Readying Smart Beta ETFs?

    April 21, 2016
    A recent filing with the SEC by Fidelity would open the door to it offering smart beta funds.
  5. J.P. Morgan Now Offers Two New Strategic Beta ETFs (JPM)

    April 8, 2016
    J.P. Morgan has recently added two new exchange traded funds (ETFs) to its offering of strategic beta funds.
  1. How to Evaluate Smart Beta ETF Strategies (IWD, IWF)

    ETF providers are rolling out new smart beta products at a rapid pace. Here are some ways to evaluate them.
  2. Do Low Volatility Smart Beta ETFs Make Sense?

    Do low volatility ETFs have a place in client portfolios as either core or satellite holdings?
  3. How to Create a Smart Beta Investment Strategy (MTUM, VLUE)

    Learn how to use different smart beta ETFs exploiting various factors in your investment portfolio.
  4. Smart Beta ETFs: The Pros and Cons

    Pros and cons of smart beta ETFs.
  5. Are Smart Beta ETFs Active, Passive or Both? (RPV, SIZE)

    Are smart beta ETFs a form of passive management, active management or a hybrid of both?
  6. How to Explain Smart Beta Strategies to Clients

    Smart beta funds continue to gain steam. Here's how to explain the benefits of these strategies to clients.
  1. Rebalancing

    The process of realigning the weightings of one's portfolio of assets. Rebalancing involves periodically buying or selling ...
  2. Smart Beta

    Smart beta defines a set of investment strategies that emphasize the use of alternative index construction rules to traditional ...
  1. 5 Best Smart Beta ETFs That Pay Dividends (PID, ICF)

    Get the lowdown on some of the top-performing smart beta ETFs that are designed to provide above-average dividend yields ...
  2. Smart Beta Bond ETFs to Watch (BYLD, FIBR, SPED)

    While smart beta fixed-income funds represent a fairly small niche, the market for them is likely to increase in the future. ...
  3. Top Smart Beta ETFs for High Dividend Stocks (DVY, DYM)

    A detailed look at the five largest smart beta ETFs which focus on high-dividend paying stocks.
  4. Passive Investing vs. Smart Beta Investing: What's the Difference? (VTSAX, HEDJ)

    Index funds and Smart Beta ETFs both maximize returns without any need for active fund managers but differ in key ways.
  5. Smart Beta Factor Investing: What Are the Most Popular Funds? (USMV, EFAV)

    Smart beta ETFs allow an investor to focus on specific factors. Here are some of the most popular smart beta ETF vehicles. ...
  6. How to Evaluate Smart Beta ETF Strategies (IWD, IWF)

    ETF providers are rolling out new smart beta products at a rapid pace. Here are some ways to evaluate them.
  1. What is the difference between a smart beta fund and an index fund?

    Smart beta funds and index funds differ in how they are constructed.
  2. Is smart beta cheaper than hedge funds?

    Discover how to estimate and compare the added expenses for smart beta strategies and hedge funds to see if they are the ...
  3. What are some examples of smart beta ETFs that use passive and active management?

    Learn about smart beta investment strategies and discover examples of smart beta exchange-traded funds that use both passive ...
  4. How do I use smart beta funds to create a diversified portfolio?

    Learn how smart beta funds may give greater diversification than passively tracking stock indexes and make active management ...
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