In recent years, smart beta or factor investing has gained considerable traction with pension funds seeking to earn higher risk-adjusted returns from their investments through cheaper and simpler ...

San Antonio, TX, Dec. 30, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (NASDAQ: GROW) (the "Company"), a registered investment advisory firm with longstanding experience in global markets and ...

A smart beta exchange traded fund, the State Street SPDR MSCI USA StrategicFactors ETF (QUS) debuted on 04/15/2015, and offers broad exposure to the Style Box - Large Cap Blend category of the market.

According to EDHEC Business School, 25 per cent of asset managers already use some form of smart beta strategies, with a further 40 per cent considering them in the near future. Cost and efficiency ...

Designed to provide broad exposure to the Global Large-Cap Value Equity ETF category of the market, the SPDR S&P Global Dividend ETF (WDIV) is a smart beta exchange traded fund launched on 05/29/2013.

SPDR Russell 1000 Yield Focus ETF uses a smart beta strategy to invest in high-yield dividend stocks, with an expense ratio of 0.20%. ONEY's portfolio has a strong tilt towards mid-cap and small-cap ...

The Pacer US Small Cap Cash Cows ETF is rated Hold, due to high fees and lack of clear outperformance, versus cheaper alternatives. CALF's strategy of selecting high free cash flow small-caps results ...

Beta is the return of the broad market, typically represented by a benchmark like the S&P 500 index. Smart beta — a hybrid product crafted by financial engineers — is meant to deliver the best of both ...

Let’s be blunt. Smart Beta1 is mostly re-packaged, re-branded quantitative management. That’s not to say we don’t like it or think it’s not good for inves.tors. We love quantitative management, ...

While smart beta is the hottest thing in the exchange-traded fund world, bond portfolios have yet to catch on. But BlackRock Inc. doesn’t mind being early to that party. The world’s biggest money ...

Rob Arnott used to argue that the popularity of “smart beta” investing strategies often made the stocks they favored too expensive to actually buy. Now, his firm says the time is right. Analysts with ...