The real elephant in the smart beta room is cost. Many smart beta products are more expensive than some traditional active funds.
Factor-based strategies are often different, even when focused on the same factor. Here are four key questions to ask when evaluating factor products.
Even successful active managers have frequent periods of underperformance. Patience, and perhaps passives, can help capture the upside.
Some are real. Others are random. Doug Grim offers 3 key questions to ask when evaluating factor-based (aka smart beta) strategies.
We look at the best ways to determine if you’re getting value from your actively managed fund.