Rob Arnott, chairman and CEO of Research Affiliates and a pioneer in factor index investing, the so-called "smart beta" space, has been outspoken about how smart beta strategies can go horribly wrong.

(Bloomberg) --Rob Arnott won’t let it go. One year after battling Cliff Asness in public over whether smart beta ETFs are in a bubble, the Research Affiliates co-founder is doubling down on his ...

San Antonio, TX, Dec. 30, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (GROW) (NASDAQ: GROW) (the "Company"), a registered investment advisory firm with longstanding experience in global ...

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 ...

March was a rough month for smart beta exchange-traded funds (ETFs) as assets under management for alternatively weighted ETFs declined 0.96% on a global basis, but smart beta funds still represent a ...

Every equity investor, active or passive, loves high returns. Traditional passive investors are stuck with the market’s average returns. Elsewhere lie numerous active funds. A good and popular ...

FDVV defines itself as a smart beta ETF with a quality-dividend growth DNA. A characteristic that in the past brought it great disappointments: underperformance. But today gives it strong momentum, ...

Let’s be blunt. Smart Beta1 is mostly re-packaged, re-branded quantitative management. That’s not to say we don’t like it or think it’s not good for inves.tors. We love quantitative management, ...

Beta is the return of the broad market, typically represented by a benchmark like the S&P 500 index. Smart beta — a hybrid product crafted by financial engineers — is meant to deliver the best of both ...

Mark Twain once said, “All generalizations are false, including this one.” It’s a funny yet powerful message that, ironically, just might apply to one of today’s popular investment trends—smart beta.