Looking to do a bit more research on alternative beta, or smart beta, strategies? Here are a few links and tweets that may help.
But what exactly is smart beta anyway? The definition isn't clear, but it does
When investors think of putting commodity exposure in their portfolios, they most often think of doing one of two things: either buying a broad based fund that provides exposure to a full range of commodities,
In meetings with advisors and other investors, and at every conference, there seems to be an ongoing debate about how much of a portfolio should be allocated to alternative investments. Answers vary widely as y
The New York Times recently published an insightful article (If a Fund Turns on a Dime, Watch Your Dollars, by Gretchen Morgenson) that highlights, among other things, the importance of liquidity and transparen
For years there has been discussion around separating alpha from beta in search of better returns from active investment management. However, now is the time to start talking about separating the sources of ret