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Lacking a uniform definition, fund providers are using considerable latitude when attaching the smart beta label
Covid and Brexit have created bargain prices that are compelling even after a rebound
Assets with under-allocated capital exist so avoid techs and cryptocurrencies
Rob Arnott index focuses on issues such as climate change and gender balance
Milestone underscores the increasing popularity of hybrid investment strategy
The initial simplicity of the marketing concept is now a complex mess
Research suggests that equity mutual funds using such strategies underperform
Rob Arnott and Clifford Asness clash publicly over the role of ‘factor’ investing
Research warns many of the popular strategies do not perform as well as predicted
Popular investment strategy drew a net $24bn in the first three months of the year
Funds that mix active and passive approaches have proved very popular
Research shows the funds do not always outperform
Rob Arnott, pioneer of the strategy, says the underlying ideas behind many are ‘nonsense’
Rob Arnott, founder of Research Affiliates, faces backlash over criticism of popular product
Rob Arnott, one of the pioneers of the strategy, warns against its soaring popularity
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