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Barron's ETF Roundtable : How To Beat The Benchmark

TedTed
edited March 2016 in Fund Discussions
FYI: (Click On Article Title At Top Of Google Search) "Thinking Smart"

The term “smart beta” is polarizing to fund-industry insiders, baffling to the uninitiated, and all too often marketed as some sort of portfolio panacea.

But throw out the jargon and the investment strategy is relatively straightforward: These exchange-traded funds are based on indexes, but instead of mimicking the benchmark (the “beta”), they tweak the index holdings with stock-selection criteria aimed at beating the benchmark.
Regards,
Ted
https://www.google.com/#q=ETF+Roundtable:+How+To+beat+The+Benchmark+Barron's

Comments

  • jstr
    Actually, Wesley Gray and Co. are innovators in the Robo advisory space with the advent of an active managed method that "may" actually produce alpha beyond benchmark. This through exposure to just two stock universes (based on Fama French factors) and combined with trend following component ( vs. the others that are based on the Modern Portfolio Theory model and are "over" diversified, IMO, in REITS, emerging / international equities, emerging / international debt, domestic equities, etc ) blog.alphaarchitect.com/2016/03/03/why-we-built-an-active-robo-advisor-and-why-you-should-too/#gs.06MOFCs
  • BenWPBenWP
    The Alpha Architect is a truly irritating site.
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