The 2017 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. Compliment 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.

Download full report

The 2017 Smart Beta Guide
includes three sections:

Explore: Discover what smart beta investing is and how it can prepare a portfolio for today’s markets.

Explore:
Discover what smart beta investing is and how it can prepare a portfolio for
today’s markets.

Implement: See how smart beta strategies can work with current portfolio holdings to potentially improve investment outcomes.

Implement:
See how smart beta strategies can work with current portfolio holdings to potentially improve investment outcomes.

Evaluate: Learn ways to conduct due diligence on smart beta strategies.

Evaluate:
Learn ways to conduct due diligence on smart
beta strategies.

Smart beta is 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.