Stocks with betas higher than 1.0 are considered more volatile than the market, while stocks with betas lower than 1.0 are considered less volatile. ・The beta of a stock is statistically calculated by ...

If you are confused by personal finance terms, jargon and calculations, here’s a series to simplify and deconstruct these for ...

You'll hear how smart beta could be viewed as an additive investment strategy, as opposed to being a replacement for active or passive investing. And, how a multi-factor approach may address the ...

Discover how beta measures stock volatility and market risk. Learn how it's calculated and applied in investing, helping you ...

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 ...

(Bloomberg) --First smart beta investing took stocks by storm. Then it moved to bonds. Now it’s making its way to the $3.8 trillion market for U.S. municipal debt. Columbia Threadneedle Investments, ...

What risks still exist in smart beta investing, and how can pension funds spot them? Does the industry need to change to attract greater scheme interest? AQR’s Scott Richardson, Capital Cranfield’s ...

Learn how the portable alpha strategy can enhance your portfolio returns by leveraging low-correlation assets for alpha while ...

Use BTAL as a tactical market hedge: a sector-neutral anti-beta ETF that cuts drawdowns and boosts Sharpe vs VXX/SH.

The strategic beta group is a classification of the overall strategic beta strategy being employed by the index as a result of its selection and weighting methodology. This attribute helps investors ...