Learn What Smart Beta Is All About
Smart Beta investing has become very popular in recent years, but many investors may not understand what it is.

This Introduction to Smart Beta examines:

  • The history of Smart Beta, with an explanation of how it sits at the intersection of active and passive investing.
  • The diversification and risk management benefits these strategies can provide.
  • The variety of Smart Beta approaches available – including funds that use alternative-weighting strategies, such as revenue, and others that focus on the factors that have been demonstrated to drive long-term stock returns.
  • The ways to incorporate these strategies into an overall investor portfolio.

This overview answers many key questions investors and advisors may have about Smart Beta, while explaining why these investment approaches have garnered so much recent interest.