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 ...

GSIE applies a smart beta, factor-based strategy across developed markets, ex-U.S. Despite strong methodology, long-term returns closely track EFA and VEA. Volatility and dividend benefits are ...

As the trading year heads into its final weeks, so-called high-beta shares remain firmly in the lead for US equity risk factors in 2025, based on a set of ETFs through Dec. 2’s close. The year-to-date ...

Academic research proves that smart beta strategies can work, but not all of them work the same. As the universe of smart beta products continues to expand, the performance of different single- and ...

Matthew Bartolini is a vice president at State Street Global Advisors and head of SPDR Americas Research. He manages a team responsible for the product research and analysis of SPDR ETFs, and the ...