Factor Investing & Smart Beta Products:
Academically Based Indexing Innovations
Recently Released!!!
Date Published: September 18, 2024
Summary PowerPoint Deck: 240 Slides
Reference PowerPoint Deck: 1,627 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.
Date Published: September 18, 2024
Summary PowerPoint Deck: 240 Slides
Reference PowerPoint Deck: 1,627 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
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Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
