• Alternative weighting methods that allow for ample investment capacity
• High correlation to established benchmarks
• Regular rebalancing
• A proven track record on a total and risk-adjusted return basis
At WisdomTree, we do things differently. In 2006, we launched one of the first families of alternatively weighted ETFs, calling them “fundamentally weighted.” In fact, our family of fundamentally weighted ETFs has proven itself for more than seven years (including during the market crisis of 2008–09). How? Our ETFs are built with proprietary methodologies, smart structures or uncommon access to provide investors with the potential for income, performance, diversification and more.
To learn more about smart beta, read the full paper here.
In future installments, we’ll discuss how WisdomTree created the first smart beta investments—and much more.
1Source: Source: Reshma Kapadia, “No Sugarcoating: Smart-Beta ETFs Vary Widely,” Barron’s, 1/4/14.
2Source: Marketwired, LP, 12/11/13.
3Source: Investment Company Institute, as of 11/30/2013.