Is Your Smart Beta ETF Engineered for Success?
By Joe Smith, CFA, CLS Investments Smart beta ETFs are generally geared for outperformance. They invest in pools of securities with a rules-based…
Author Joe Smith, CFA, CLS Investments
What Multi-Factor ETFs & Active Managers Don’t Have in Common
By Joe Smith, CFA, CLS Investments Investors continue to focus on factor investing as more ETF issuers launch single and multi-factor ETFs that…
Investors: Think Big by Going Small
By Joe Smith, CFA, CLS Investments Small-cap stocks have long offered investors opportunities to capture sizable gains either through index exposure or active…
3 Strategic Reasons Advisors Should Adopt Factor-Based ETFs
By Joe Smith, CFA, CLS Investments Factor investing is all the rage, but many financial advisors are still unsure of its benefits. Factors…
Should You Replace Your Active Manager with a Smart Beta ETF?
By Joe Smith, CFA, CLS Investments The rise of ETFs has generally come at the expense of active management, primarily via mutual…
Why Smart Beta ETFs Are Leading The New Investment Revolution
Our industry continues to undergo a deep transformation that is shaking the very foundation of investing. Over the past two decades, indexing…
The Timing Game for Factor ETFs
By Joe Smith, CFA – CLS Investments Senior Market Strategist Are You Trying to Time Your Factor ETFs? The ability to time or…
Is Your Minimum Volatility ETF a Crowded Trade?
Note: This article is part of the ETF Trends Strategist Channel By Joe Smith, CFA So far in 2016, we’ve seen a large…
The Bayesian View to Multi-Factor ETF Investing
Note: This article is part of the ETF Trends Strategist Channel By Joe Smith Multi-Factor Investing is on the Rise Multi-factor investing is…
Are Factor ETFs the Key to Unlocking Your Portfolio’s Risk DNA?
Factor Investing: Short-Term Fad or Long-Term Shift? “Is factor investing a fad or long-term trend?” That is the question many advisors and…
What Does It Mean to Be an ETF Strategist?
The Evolution of ETFs ETFs have been an exceptional growth story in the investment management industry over the last 20+ years. From…