In the ongoing struggle to efficiently access markets, more investors have turned to factor-based exchange traded fund strategies in an attempt to outperform broad market indices and better manage risks.
On the upcoming webcast, Power up Your Small Cap Portfolio: A Factor-Based Approach to Small Caps, Salvatore Bruno, Chief Investment Officer and Managing Director for IndexIQ, and Marc Chaikin, CEO of Chaikin Analytics, will identify factors that have helped generate attractive risk-adjusted returns. Specifically, they will discuss an index-based theme that looks to the Chaikin Power Gauge, a multi-factor stock selection model, and its implementation into investment strategies to help enhance a portfolio.
The recently launched the IQ Chaikin U.S. Small Cap ETF (NasdaqGM: CSML) tries to reflect the performance of the Nasdaq Chaikin Power US Small Cap Index, which applies a shareholder yield screen and the so-called Chaikin Power Gauge, a quantitative multi-factor model that tries to identify securities that are expected to outperform their peers, to select components from the Nasdaq US 1500 Index. The target focus will include small capitalization stocks.