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Factor Investing: Smart Beta Pursuing Alpha

September 28, 2016

In the spectrum of investing from passive (index based) to active management there are no shortage of considerations. Passive tends to be cheaper and should deliver returns very close to the index it tracks, which is great in up markets, less so in down markets. Active tends to be more expensive and relies on the skill of the portfolio manager(s) to deliver desirable results.

Factor investing is a blended approach which may be best characterized by the popularly used phrase ‘smart beta’.