Smart beta

Investors betting on a post-pandemic world are sending cash to riskier companies acutely sensitive to the economic cycle.

Hundreds of strategies that outperformed in backtesting are failing to live up to their hype once they are packaged up and sold as ETFs, a study finds.

The pandemic has sealed the fate of small, niche offerings that have failed to gain traction.

The smart-beta pioneer and sub-advisor to money managers has re-calibrated its forecasts after the coronavirus-induced crash reshaped markets.

The investing strategy “is close to saturation,” and the cost of keeping up with the competition may be to blame, a new study suggests.

The activity began last Friday when 6.4 million shares hit the tape, fueling a record daily inflow for the fund.

Real estate, communications, utilities and consumer staples funds have seen the most appetite, with every other sector experiencing outflows.

Fear of a liquidity plunge outweighed political risks in a recent JPMorgan survey.

Asset managers are seeking alternatives to standard mutual fund products.

Issuers are creating multi-factor funds that offer exposure to several return-enhancing characteristics.

Asset managers are increasingly using the products for targeted adjustments and risk management, a survey finds.

A record number of fund openings and closures were reported last year. What does this mean for the future of the industry?

Advisors are planning to increase ETFs as a primary option, the firm finds. Plus, “the most exciting numbers in the survey.”

More than half of advisors would consider buying a smart beta muni bond ETF for clients, according to a Columbia Threadneedle poll.

In light of recent losses, risk models will tell managers to cut their exposure to the factor, which could cause a systematic sell-off.

The planned closures come just months after the firm introduced a lineup of artificial intelligence-driven products.

The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.

One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.