Factor Investing & Smart Beta Products:
Intelligence Index Products

Recently Released!!!
Date Published: April 18, 2017
Summary Power Point Deck: 52 Slides
Reference Power Point Deck: 604 Slides

The purpose of this research is to provide readers with a comprehensive understanding of factor investing & smart beta products. Dimensional Fund Advisors & Research Affiliates have been leaders in this market. This research fits within Tiburon's index investing series, which, in turn, fits within. Tiburon's wealth management series, which includes a wide variety of trending topics.

This research then summarizes the key drivers behind the rapid growth in factor investing & smart beta products, including: 

  • --
  • --

This research addresses the four historical phases of the factor investing & smart beta products market, including: 

  • Indexed Separate Accounts Emergence Phase
  • Index Mutual Funds Emergence Phase
  • Exchange Traded Funds (ETFs) Emergence Phase
  • Exchange Traded Funds (ETFs) Dominance Phase

    This research defines market segments, including:

    • Factor Investing
    • Smart Beta Products

And this research makes the following future predictions for the factor investing & smart beta products business, including: 

  • Substantial Growth in Factor Investing & Smart Beta Products
  • Numerous New Competitors
  • Active Mergers & Acquistions Market
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.