Smart Beta

Latest Articles

50 Shades of Value? Why Smart Beta Fund Performance Varies So Much

Julie Segal December 9, 2016

A Sensible Diet for Equity-Safety Seekers

Kent Hargis, Sammy Suzuki, Chris Marx September 23, 2016

Goldman Sachs Asset Management Bets Big on Smart Beta

Julie Segal August 17, 2016

Smart Beta ETFs Enjoy Surge of Popularity in Europe

Gerrard Cowan July 26, 2016

2016-07-gmtl-state-street-asset-management-extinction-dinosaur-large.jpg

Punctuated Equilibrium and the New Asset Management Reality

Rick Lacaille July 11, 2016

2016-06-bailey-mccann-private-wealth-jim-cahn-large.jpg

RIAs Differ on Factor Investments as a Core Holding

Bailey McCann May 18, 2016

2016-05-tom-buerkle-money-masters-in-salwa-boussoukaya-nasr-large.jpg

France’s FRR Looks to Private Markets for Higher Returns

Tom Buerkle May 2, 2016

Smart-Beta Investors Chase Performance at Their Peril

Bailey McCann March 16, 2016

2016-03-julie-segal-asset-management-smart-beta-andrew-arnott-large.jpg

In Smart-Beta ETF Race, John Hancock Looks for an Edge

Julie Segal March 7, 2016

Weekend Giant Reading: February 26 – 28, 2016

Ashby Monk February 26, 2016

Why Conviction Adds Clarity in Complex Markets

Nelson Yu, Sharon Fay, Dianne Lob October 25, 2015

What Investors Could Miss by Bagging the Agg

Lori Heinel, Ritirupa Samanta August 24, 2015

Why Smart Beta Is Not So Simple

Ryan Taliaferro July 25, 2015

BlackRock Retains Crown as America’s Largest Money Manager

Julie Segal July 14, 2015

Smart-Beta Indexes: Simplicity Is Not Always a Virtue

Matt Peron, Mike Hunstad June 2, 2015

Bond Managers Want in on the Smart Beta Action

Julie Segal April 15, 2015

CalPERS’s Journey into Smart Beta Has Boosted Equity Returns

Robert Stowe England March 17, 2015

Rob Arnott Reflects on a Decade of Fundamental Indexation

Robert Stowe England February 17, 2015

Contact Info

New York
1270 Avenue of the Americas, Suite 1100
New York, NY 10020
P: +1 212 224 3300

London
4 Bouverie Street
London EC4Y 8AX
P: +44 207 779 8888

Hong Kong
Unit 2488, 24/F
Lee Garden One,
33 Hysan Avenue
Causeway Bay, Hong Kong
P: +852 2912 8001

Corporate

About Us

Leadership Team

Careers

II Press Room

Digital

Masthead

Thought Leadership

Display Advertising

Reprints

FAQs

Events

Events Calendar

Memberships

Subscription

Subscribe to Premium

Register

Register for Free Account

Newsletters

Sign up for II newsletters

© 2025 Institutional Investor LLC. All material subject to strictly enforced copyright laws. Please read our Terms & Conditions, Modern Slavery Act Transparency Statement, Accessibility Statement and Privacy Policy before using the site.

4.12.03 build:2025-12-12 Login