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A Global Guide to Strategic Beta Exchange-Traded Products

The report is split into three acts: 1. The global strategic beta ETP landscape; 2. The origin of strategic beta; and 3. A guide to analyzing strategic beta ETPs.

Our global team of ETF and passive fund analysts published “A Global Guide to Strategic Beta Exchange-Traded Products”. The full report can be downloaded here.

Recent discussions on the topic of “Strategic Beta” can be found here:
A Sensible Approach to ‘Smart Beta’ (Part 1)
A Sensible Approach to ‘Smart Beta’ (Part 2)
How Strategic Beta Can Factor Into a Diversified Portfolio

Executive Summary

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Morningstar ETF analysts  -

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