Rob Arnott, chairman and CEO of Research Affiliates and a pioneer in factor index investing, the so-called "smart beta" space, has been outspoken about how smart beta strategies can go horribly wrong.

It’s no surprise that exchange traded fund (ETF) investors are looking beyond plain vanilla offerings that mimic major U.S. stock indices. What may be surprising is the rapid adoption of “smart beta” ...

Launched on 05/08/2007, the First Trust Utilities AlphaDEX ETF (FXU) is a smart beta exchange traded fund offering broad exposure to the Utilities/Infrastructure ETFs category of the market. What Are ...

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

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 ...

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 ...

March was a rough month for smart beta exchange-traded funds (ETFs) as assets under management for alternatively weighted ETFs declined 0.96% on a global basis, but smart beta funds still represent a ...

Call them smart beta or strategic beta exchange traded funds. Whatever the lingo is, what is not up for argument is the swelling popularity of this ETF genre. Since 2012, the annualized growth rate ...

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, ...