What is smart beta?

What is Smart Beta


'Smart beta' is the term given to a financial market index which has been designed with the intention of constructing an investment portfolio and uses a rules-based methodology that differs from market capitalisation based weightings used by traditional market benchmark indices which are known as 'beta'. Unlike traditional market capitalisation weighted benchmarks, smart beta indices have an investment outcome in mind. Smart Beta combines the best of active and passive investing: having the potential for outperformance while being rules-based, transparent and cost efficient.

Popular Smart Beta
strategies :

  • Equally weighted
  • Cap weighted
  • Factor / Multifactor based
  • Fundamentally weighted

Why invest in
Smart Beta ETFs?

Arian Neiron and Russel Chesler from VanEck Australia discuss smart beta and why it is becoming so popular.

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Smart beta survey

Results from the 2020 smart beta survey


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Smart Beta: Giving Investors More For Less


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Educational material

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