Factor Investing & Smart Beta Products:
Academically Based Indexing Innovations

Recently Released!!!
Date Published: March 14, 2023
Summary PowerPoint Deck: 334 Slides

Reference PowerPoint Deck: 1,401 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, Wisdom Tree Investments, BlackRock, The Vanguard Group, & State Street Global Advisors have been leaders in this market. This research fits within Tiburon's index investing series, which in turn fits within Tiburon's specialized topics series, which includes a wide variety of trending topics.

This research defines core product markets of factor investing & smart beta products, including:

  • Open-End Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Separately Managed Accounts

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

  • Substantial Growth in Factor Investing & Smart Beta Products
  • Entrance of Numerous New Competitors
  • Declining Fees
Member Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

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

Table of Contents

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.

Media Access

Tiburon Research Subscriptions


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