Alternative Beta

Investment Strategy > Alternative Beta
Fund Name
Advisor
Fund Type
Sub-Advised
Approach
Manager Structure
Inception
Mutual Fund
No
Systematic
Single Manager
10/30/2013
ETF
No
Systematic
Single Manager
06/16/2014

News

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Strategic Investor Radio

Analyzing Company Growth and the DivCon Score

Listen in as Charlie Wright of Strategic Investor Radio discusses DIVY, DivCon and the importance of dividend growth with Ryan Ballantyne of Reality Shares.

Smart Beta Institutional Investors

Institutions Have Appetite for Smart Beta Hedge Funds

A survey conducted by Citi revealed that a majority of institutional investors are planning to increase their allocations to risk premia investments over the coming years.

Factor Timing is a ‘Sin’ Says AQR’s Cliff Asness

Factor Timing is a ‘Sin’ Says AQR’s Cliff Asness

AQR’s Cliff Asness, a leading voice in so-called “smart beta” investing, says that trying to time factor exposures is a “sin” that should be minimized or eliminated all together.

Research

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Videos

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David Schulz Smart Beta Convergence

Video: Smart Beta vs. Convergence

In this video, David W. Schulz, President of Convergence Investment Partners, discusses smart beta as it pertains to the fourteen characteristics of stock price behavior that Convergence has identified through their research.

Research Affiliates RAFI Video 2015

Video: The Fundamentals of Fundamental Indexing

This video from Research Affiliates provides some insights on the RAFI indexing strategies and how they differ from cap-weighted approaches to indexing.

David Schulz Convergence Efficient Beta

Video: Smart Beta vs. Efficient Beta

David Schulz, president of Convergence Investment Partners, explains his firm’s concept of “efficient beta.”

Commentary

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