If you can accept that price may not always be the best indicator of value—as history has shown time and again—you can appreciate the potential value of smart beta approaches such as WisdomTree’s, which rebalance and weight entire equity markets based on income. WisdomTree’s family of smart beta ETFs has proven itself for more than seven years—which included an unprecedented market event2. We believe smart beta approaches like ours may help advisors and investors to:
• Enhance portfolio returns
• Reduce portfolio risk
• Increase dividend income
• Benefit from more complete diversification
• And much more
To learn more about smart beta, read our full paper here.
1Source: Andrew Clare et al., “An Evaluation of Alternative Equity Indices; Part 2: Fundamental Weighting Schemes,” Cass Business School, March 2013.
2Referring to the 2008–09 global financial crisis, during which many asset classes globally faced significant pressure.
Important Risks Related to this Article
Diversification does not eliminate the risk of experiencing investment losses.