While much has been written recently about smart beta, alternative beta, and factor investing, some important issues have received scant attention, including historical perspective (how much is really ...

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 ...

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 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, ...

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 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 ...

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 ...

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 ...

Learn how to calculate stock beta in Excel using historical price data and formulas—enhance your investment analysis with ...

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 ...