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Table of Contents
Table of Contents
Smart beta strategies bridge the gap between passive indexing and active management by systematically capturing specific risk premiums, offering investors a rules-based approach to enhance returns and manage risk.
What You Will Learn
- 1 Define smart beta and differentiate it from passive and active investing approaches
- 2 Identify and analyze the fundamental factors that drive risk premiums in equity markets
- 3 Design single-factor smart beta strategies targeting value, momentum, quality, and other factors
- 4 Construct multi-factor smart beta portfolios using combination rules and weighting schemes
- 5 Implement smart beta through ETFs, index funds, and custom mandates with rebalancing protocols
- 6 Evaluate smart beta performance using risk-adjusted metrics and benchmark comparisons
- 7 Integrate smart beta allocations into broader portfolio construction with risk budgeting
- 8 Manage risks specific to smart beta, including factor timing, crowding, and tail events
- 9 Navigate regulatory and compliance requirements for smart beta products across jurisdictions
- 10 Analyze emerging trends such as ESG integration, AI-driven factor discovery, and thematic smart beta
What's Included
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Smart Beta Strategies