Although recent interest in factor-based investing would lead one to believe that this is a new-fangled trend, the truth is factor-based investing has existed for decades. In fact, it has been a key ...

Smart beta strategies continue to grow as a growing number of investors recognize that risk factors and style premia are long-term, persistent sources of return. While a definition around rules-based, ...

When discussing smart beta strategies with some investors, I am sometimes struck by their visceral negative reaction to the topic. As much as I appreciate the clever moniker given to these strategies, ...

Factor investing is an old concept that has taken on renewed interest with investors. Part 1 of this article explained what factors are and how they are measured. This article highlights the benefits ...

Smart beta indexes use "factors" to select stocks that are thought to have greater return potential. I cross-check several smart beta ETFs against the Dividend Champions, Contenders, and Challengers.

The Global X research team updated the Scientific Beta Factor Report for Q3 2017, analyzing the performance and characteristics of factors in the US and international markets. The full Q3 Factor ...

The investment industry is abuzz with talk of smart beta, and many are touting it as a revolution in passive investing. In reality it is simply the latest iteration in an evolution of a 100-year-old ...

This content was paid for by an advertiser and created in collaboration with P&I Custom Content. Thanks to lower fees and the never-ending search for noncorrelated sources of alpha, more institutional ...

Portfolio diversification is one of the most basic maxims in investing. Even a novice can grasp the wisdom of not placing all of your eggs in the same basket. Yet, is your portfolio really diversified ...

Concerned by the potential end of the current economic cycle and the specter of recession, possible tightening by the Fed, and geopolitical unrest, nearly 75% of portfolio managers and CIOs at U.S.

Although recent interest in factor-based investing would lead one to believe that this is a new-fangled trend, the truth is factor-based investing has existed for decades. In fact, it has been a key ...