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White Paper

Smart Beta Benchmarking: a Statistical Perspective

Smart beta products have seen a surge of issuance recently. Broadridge's compliance experts explore and analyze this growing trend.

Smart Beta Benchmarking: a Statistical Perspective

The smart beta alternative portfolio construction process aims to enhance returns, reduce volatility in the economic cycle, minimize risk and maintain diversification.

Factor-based (often called “strategic beta” or more conventionally “smart beta”) exchange-traded funds (ETFs) were introduced to the investment community with the goal of providing value through selecting, weighting and rebalancing holdings by utilizing different characteristics or factors than traditional market capitalization-weighted ETFs.

In the white paper, Broadridge's Ryan Wilding and Jeff Tjornehoj explore industry trends, smart beta data and analysis and the nature of factor-based investing.