The winning research paper, "Robustness of Smart Beta Strategies," makes a distinction between relative robustness and absolute robustness. A strategy is assumed to be `relatively robust` if it is ...

Smart beta is a term many advisers will have read about and many may already invest in smart beta products on behalf of their clients, but there is more to it than many advisers think, explains Andrew ...

Smart beta can help provide specific outcomes to meet clients’ particular objectives. Although the concept of smart beta seems more complicated, Chris Mellor, executive director, equity product ...

The majority of financial professionals (68 per cent) has shifted to smart beta strategies from actively managed funds, according to VanEck’s annual smart beta survey. The key motivations behind ...

Investors who are nervous about stock-market swings and loathe to put assets in safer bonds are turning to smart-beta strategies. Smart-beta exchange-traded funds have proliferated in the past several ...

A strategy that is more than 50 years old, smart beta is receiving new attention as investors seek alternatives to passive, index-based asset management. The term has no precise definition, according ...

Smart-beta investment strategies have consistently beaten actively managed mid- and small-cap mutual funds across all 7-year rolling return periods, according to a new performance analysis. The ...

Smart beta ETFs that were on fire for quite some time now appear to be losing some momentum. Smart beta strategy helps to exploit market anomalies by adding extra selection criteria to the market cap ...

Thomas Miller Investment’s Dan Smith offers an overview of what investors need to be aware of when considering using smart beta. Smart beta is clearly growing in popularity with investors. According ...