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. Compound Annual Growth Rate - CAGR

    The Compound Annual Growth Rate (CAGR) is the mean annual growth rate of an investment over a specified period of time longer ...
  2. Net Present Value - NPV

    Net Present Value (NPV) is the difference between the present value of cash inflows and the present value of cash outflows ...
  3. Price-Earnings Ratio - P/E Ratio

    The Price-to-Earnings Ratio or P/E ratio is a ratio for valuing a company that measures its current share price relative ...
  4. Internal Rate of Return - IRR

    Internal Rate of Return (IRR) is a metric used in capital budgeting to estimate the profitability of potential investments.
  5. Limit Order

    An order placed with a brokerage to buy or sell a set number of shares at a specified price or better.
  6. Current Ratio

    The current ratio is a liquidity ratio that measures a company's ability to pay short-term and long-term obligations.
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