Beware of the backtests, especially in smart beta indexes. In recently reported analysis, Newport Beach, Calif.-based Research Affiliates found that smart beta index backtesting tends to find superior ...

While smart beta is the hottest thing in the exchange-traded fund world, bond portfolios have yet to catch on. But BlackRock Inc. doesn’t mind being early to that party. The world’s biggest money ...

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 ...

March was a rough month for smart beta exchange-traded funds (ETFs) as assets under management for alternatively weighted ETFs declined 0.96% on a global basis, but smart beta funds still represent a ...

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 ...

Data shows that smart beta strategies have been highly volatile and cyclical in the short-to-medium term. These strategies have delivered higher returns and outperformed in a bull market but have also ...

Launched on 03/15/2022, the Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF (GLOV) is a smart beta exchange traded fund offering broad exposure to the Global Large-Cap Blend Equity ETF category ...

ONEY's smart beta approach offers diversified sector allocation, strong dividend yield, and reduced concentration risk compared to larger, more popular dividend ETFs. Despite lower AUM and investor ...

What is drawing pension schemes to smart beta? Eric Shirbini from ERI Scientific Beta, Julien Barral from bfinance, Alan Pickering from Bestrustees, James Price from Willis Towers Watson and Paul ...

Let’s be blunt. Smart Beta1 is mostly re-packaged, re-branded quantitative management. That’s not to say we don’t like it or think it’s not good for inves.tors. We love quantitative management, ...

Beta is the return of the broad market, typically represented by a benchmark like the S&P 500 index. Smart beta — a hybrid product crafted by financial engineers — is meant to deliver the best of both ...