Academic research proves that smart beta strategies can work, but not all of them work the same. As the universe of smart beta products continues to expand, the performance of different single- and ...

Rob Arnott, chairman and CEO of Research Affiliates and a pioneer in factor index investing, the so-called "smart beta" space, has been outspoken about how smart beta strategies can go horribly wrong.

In recent years, smart beta or factor investing has gained considerable traction with pension funds seeking to earn higher risk-adjusted returns from their investments through cheaper and simpler ...

San Antonio, TX, Dec. 30, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (GROW) (NASDAQ: GROW) (the "Company"), a registered investment advisory firm with longstanding experience in global ...

According to EDHEC Business School, 25 per cent of asset managers already use some form of smart beta strategies, with a further 40 per cent considering them in the near future. Cost and efficiency ...

In the last three years, about 160 new funds have been launched in the smart beta space. That’s more than one new product per week, said Matt Hougan, CEO of Inside ETFs. Speaking Thursday morning at ...

Rob Arnott used to argue that the popularity of “smart beta” investing strategies often made the stocks they favored too expensive to actually buy. Now, his firm says the time is right. Analysts with ...

SPDR Russell 1000 Yield Focus ETF uses a smart beta strategy to invest in high-yield dividend stocks, with an expense ratio of 0.20%. ONEY's portfolio has a strong tilt towards mid-cap and small-cap ...

CHICAGO, June 9 (Reuters) – Ever since the dot-com crash more than a decade ago, Wall Street and the mutual fund industry have been on a relentless push to plug “smart” beta funds, also known as ...

The Nuveen ESG Mid-Cap Value ETF (NUMV) made its debut on 12/13/2016, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Mid Cap Value category of the market.

(Reuters) – Ironically, the simple truth may be that the world is more complex and less stable than popular smart beta strategies assume. Smart beta strategies have enjoyed rampant growth, being funds ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Smart beta exchange traded funds have pulled in significant assets this year, but concern is brewing over ...