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While many investors might pick a low-volatility strategy for its risk-controlling attributes, these products are also promoted for their ability…

Severe financial market events, like the “Brexit” vote in which Britons opted to leave the 28-member European Union (EU), stoke…

Being a core part of modern portfolio theory, Alpha quantifies the above-market return which an investment delivers, while beta measures…

Risk premia strategies target absolute returns through long-short positions across various factors and asset classes. As such, these rules-based strategies…

Since the first smart beta exchange traded fund (ETF) was launched in 2003, the number of these products available to…

Alpha is a financial risk ratio which can be used to predict returns from holding an investment. Alpha can be…

Alternative beta strategies are growing in number and popularity partly because they are able to replicate the return sources of…

Savvy investors around the world are taking advantage of the benefits of risk premia strategies, whether on a standalone basis…

The market’s risk premium is the extra return, above the returns which can be made by investing in risk-free assets,…

Risk premia strategies can take various forms, including long-only stances – known as smart beta – as well as long-short…

Equal risk contribution indices weight stocks in such a way that they contribute equally to the risk of a portfolio….

Perhaps a reason for the wide array of names for ‘smart beta’ investing is the difficulty of labeling this relatively…