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
