June 25, 2015

Investment Focus, "Genius Beta: Why Settle for Just 'Smart' Beta?"

Abstract

This issue of Investment Focus uses data analysis to review “Smart” Beta investment strategies in detail, examining their academic origins and recent popularity, describing some of the more common forms today, and considering their potential benefits and drawbacks for investors. For a two-page discussion of key points made in this Investment Focus, see the June 2015 Investment Brief, “Does ‘Smart’ Beta Make Good Sense?