Smart beta

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.

The strategy has been one way asset managers have pared losses after 10-year Treasury yields reached 3%.

A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.

Known for his “safe and cheap” investing mantra, he distinguished his style from that of Benjamin Graham and David Dodd, the fathers of value investing.

The new fund tracks the S&P 500 Dividend Aristocrats Index.

While investors have been won over by the promise of better returns than plain-vanilla funds, issuers can justify charging more for the additional complexity.

Investing in certain uptrends may pay off for clients.

Both long and short investments focused on volatility were mostly crushed lately.

Dec. 18: The proposed active offerings are set to debut in February.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

The $284 billion asset manager aims to track municipal bond prices in its mutual funds with the service.