Minerva Investment Management Society

Investment Outlook

Investment Strategy: Smart Beta Investing

· Investment Research

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Summary

Factors are not new. Building investment strategies on factors is not a new thing. What is new, however, is the way we can access these investment factors. Smart Beta ETFs are investment vehicles that embody one new way to access market factors, with a rule-based and transparent approach.

Here, Riccardo Ghirlandi first proposes a general overview of the way these instruments work and what could be the benefits of having them in a portfolio. Afterwards, an historical comparison is drawn between a traditional ETF as opposed to a Smart Beta ETF, with reference to a market factor.

Authors

  • Riccardo GhirlandiPortfolio Analyst

Details

Published
5 May 2020
Division
Investment Research
Type
Investment Outlook
Pages
5
Authors
1

Cite this report

Minerva Investment Management Society (2020). Investment Strategy: Smart Beta Investing. Investment Research. https://minervaims.org/archive/investment-strategy-smart-beta-investing-2020

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