Smart Beta - Articles

  1. Smart Beta ETFs Strategies

    What you need to know about smart beta ETFs and the strategies behind them.
  2. Smart Beta ETFs: The Pros and Cons

    Pros and cons of smart beta ETFs.
  3. Strategic Beta ETFs

    Strategic Beta ETFs By Greg McFarlane As the financial markets get more sophisticated and arcane with time, the number of ...
  4. 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.
  5. Smart Beta: How Does Quality Factor In? (QUAL, SPHQ)

    One of the factors used in smart beta strategies is quality. Here's a look at this popular factor and the ETFs that use it. ...
  6. Do Low Volatility Smart Beta ETFs Make Sense?

    Do low volatility ETFs have a place in client portfolios as either core or satellite holdings?
  7. 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?
Hot Definitions
  1. Retirement Planning

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
  2. Drawdown

    The peak-to-trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted ...
  3. Inverse Transaction

    A transaction that can cancel out a forward contract that has the same value date.
  4. Redemption

    The return of an investor's principal in a fixed income security, such as a preferred stock or bond; or the sale of units ...
  5. Solvency

    The ability of a company to meet its long-term financial obligations. Solvency is essential to staying in business, but a ...
  6. Dilution

    A reduction in the ownership percentage of a share of stock caused by the issuance of new stock. Dilution can also occur ...
Trading Center