Factor Investing & Smart Beta Products:
Intelligent Index Products

Recently Released!!!
Date Published: October 18, 2017
Summary Power Point Deck: 81 Slides
Reference Power Point Deck: 797 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 summarizes the key drivers behind the rapid growth in factor investing & smart beta products, including: 

  • Higher Exposure to Smaller Large Caps
  • Greater Value Exposure

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

  • Academic Phase
  • Maturization Phase

    This research defines market segments, including:

    • Factor Investing
    • Smart Beta Products

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

  • Substantial Growth in Factor Investing & Smart Beta Products
  • Numerous New Competitors
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