JMF Capstone Wealth ManagementIs there such a thing as smart beta? – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 Is there such a thing as smart beta? https://www.jmfcapstone.com/2014/06/23/is-there-such-a-thing-as-smart-beta/ https://www.jmfcapstone.com/2014/06/23/is-there-such-a-thing-as-smart-beta/#respond Mon, 23 Jun 2014 15:17:33 +0000 http://evolvemypractice.com/?p=1049 “Smart Beta” is a term that is cropping up more lately in professional investment management circles. It is essentially a way that professional investors tweak index funds in hopes of achieving higher returns than funds that simply mimic an index. In April, none other than Goldman Sachs Asset Management acquired a firm that specializes in...

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]]> “Smart Beta” is a term that is cropping up more lately in professional investment management circles. It is essentially a way that professional investors tweak index funds in hopes of achieving higher returns than funds that simply mimic an index.

In April, none other than Goldman Sachs Asset Management acquired a firm that specializes in smart beta strategies called Westpeak Global Advisors. In a June 13 research report, Goldman estimated that there are now $355 billion in assets in exchange-traded investment products that employ smart beta strategies, up from $65 billion at the start of 2009.

Given the strategy’s growing influence, I thought it would be useful to explain what it is and provide my take on the concept.

Read the rest of the article on CBS Money Watch.

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