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.

In the last three years, about 160 new funds have been launched in the smart beta space. That’s more than one new product per week, said Matt Hougan, CEO of Inside ETFs. Speaking Thursday morning at ...

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 ...

Rushabh Desai, Founder - Rupee with Rushabh Investment Services, explains that while smart beta funds offer rule-based investing benefits, they remain fully invested and can see sharp drawdowns during ...

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 ...

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 ...

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 ...

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 ...

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 ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Smart beta exchange traded funds have pulled in significant assets this year, but concern is brewing over ...

Every equity investor, active or passive, loves high returns. Traditional passive investors are stuck with the market’s average returns. Elsewhere lie numerous active funds. A good and popular ...

With Nasdaq Smart Beta Indexes, investors now have an easy, customized way to bring new ideas to market. Offering robust research, deep market expertise and the technology to power index methodologies ...