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 ...

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 ...

Alternative fixed income indices could be the next frontier in smart beta investing for pension schemes, industry experts have said, calling for a shift in focus away from equity strategies. Schemes ...

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 ...

(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 ...

Smart Beta investing is set to become a mainstream investment choice, as most believe it will outperform active strategies but more education is needed, according to VanEck’s survey of financial ...

Every equity investor, active or passive, loves high returns. Traditional passive investors are stuck with the market’s average returns. Elsewhere lie numerous active funds. A good and popular ...