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Smart Beta

Smart beta blends the low costs and discipline of passive management with the outperformance-generating potential of active management. One fairly consistent feature of smart beta is that most approaches seek to capture specific factors, or investment characteristics, that are key drivers of risk and return. 

While smart beta has become a catchall for a variety of strategies, the approaches are quite differentiated and nuanced. In such a crowded landscape with 693 smart beta ETFs and $710 billion in assets1, investors need to conduct robust due diligence before choosing a smart beta fund to ensure it best fits their investment objectives.

Explore our resources below and learn what questions to ask as you evaluate smart beta strategies.

1Morningstar, as of 12/31/2017

Learn More About Smart Beta

New to Smart Beta? Or want to learn more about this broad term? From what are factors to how to evaluate smart beta strategies, our presentation helps answer these questions and ensure you feel confident that the smart beta ETFs you choose best meet your investment needs.

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Centralized Systematic Valuation Aggregated Cash Flow (ACF) File

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