What are Smart Beta Funds? Smart beta investing is an investment strategy that seeks to capture market returns while also outperforming traditional market capitalization-weighted index funds. It achieves this by using alternative weighting methods that differ from the...
SPIVA (Standard & Poors Index vs Active) research is a very extensive study looking at the performance of active fund managers against their relative index benchmarks worldwide. Across many markets the results are similar to the US summary below. Around 80% of...
