The 2018 guide to smart beta

Traditional active and index funds can help investors achieve their financial goals, but they don’t have to be the only solution. Smart beta strategies can work with traditional portfolio building blocks. In fact, a wide range of investors are catching on to smart beta’s potential.

Find out ways that smart beta strategies can be used alongside current portfolio holdings.

The guide features five client case studies that:

1. Customize portfolios to a range of risk tolerances
2. Replace underperforming style box managers
3. Complement active equity funds with minimum volatility
4. Pair fixed income smart beta strategies with active managers
5. Seek lower cost sources of excess returns

The guide also outlines what smart beta investing is and how investors can conduct due diligence to choose the right smart beta strategies for them.

Smart Beta: The next generation of factor investing

BlackRock is a pioneer in factor investing, launching the first factor fund in 1971 and driving innovation in the category for more than 40 years. BlackRock’s iShares smart beta ETFs use the firm’s sophisticated analytics and trading capabilities to seek better outcomes for clients. BlackRock expects assets in smart beta ETFs to reach $1 trillion globally by 2020.

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