Podcast 22: How Smart Is Your Beta?
In episode 22 of the podcast, I revisit smart beta, one of the most significant trends in the ETF marketplace. To help explain what smart beta is, and the challenges faced by investors who use these s [...]
Smart Beta ETFs: Summing it All Up
This is Part 10 in a series about smart beta ETFs. See below for links to other posts in the series. In this final installment, we review what we’ve learned and consider the pitfalls of embracing smar [...]
Is Your Smart Beta Strategy Doing Its Job?
This is Part 9 in a series about smart beta ETFs. See below for links to other posts in the series. In this installment, we look at how you can tell whether smart beta indexes will really perform as e [...]
Exploring Multi-Factor Models
This is Part 8 in a series about smart beta ETFs. See below for links to other posts in the series. So far we’ve looked at ETFs that target specific factors. In this installment, we look at funds that [...]
Understanding the Quality Factor
This is Part 7 in a series about smart beta ETFs. See below for links to other posts in the series. In this installment, we look at the quality factor: the idea that companies with strong balance shee [...]
Understanding the Low Volatility Factor
This is Part 6 in a series about smart beta ETFs. See below for links to other posts in the series. In this installment, we look at the low volatility anomaly: the surprising idea that stocks with low [...]
Understanding the Momentum Factor
This is Part 5 in a series about smart beta ETFs. See below for links to other posts in the series. In this installment, we look at the momentum factor: the idea that stocks that have recently risen o [...]
Understanding the Size Factor
This is Part 4 in a series about smart beta ETFs. See below for links to other posts in the series. In this installment, we look at the size factor: the idea that smaller companies should deliver high [...]
Understanding the Value Factor
This is Part 3 in a series about smart beta ETFs. See below for links to other posts in the series. In this installment, we look at the value factor: the idea that stocks whose prices are low relative [...]
A Brief History of Smart Beta
This post is Part 2 in a series about smart beta ETFs. See below for links to other posts in the series.  Smart beta is a relatively new term, but its roots stretch back several decades. Let’s l [...]
