Factor Investing & Smart Beta Products:
Intelligent Index Products

Recently Released!!!
Date Published: April 23, 2019
Summary PowerPoint Deck: 78 Slides

Reference PowerPoint Deck: 850 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 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 historical phases of the factor investing & smart beta products market, including:

  • Academic Phase
  • Maturization Phase

This research defines core product markets, 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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Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
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